Lead Advisor - New Market - St. Louis

Location: St. Louis, MO; the role is remote until office space is secured, after which it follows a work-from-office culture.

Salary: $150K–$350K+ base salary plus variable compensation based on revenue growth.

Company

hirify.global is a purpose-driven registered investment adviser providing wealth management and financial planning services.

What you will do

• Act as a Personal CFO for existing and new clients, lead relationships, and deliver exceptional client experiences.
• Design, implement, and manage wealth management plans supporting clients’ passions and purpose.
• Coordinate investment management, estate planning, tax planning, risk management, and general planning resources.
• Communicate the value proposition to prospective clients and establish trusted advisor relationships.
• Develop community relationships, custodial retail branch partnerships, and public speaking opportunities.
• Lead a local service team focused on client retention, satisfaction, and remarkable service.

Requirements

• Four-year degree.
• CFP®, CPA, CFA, or JD designation. Candidates without CFP® who hold CPA, CFA, or JD must obtain Series 65 or an equivalent within 120 days of employment.
• 6+ years of experience in financial and/or estate planning-related work, preferably at a professional financial services company or wealth management firm.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
• Unquestioned commitment to integrity in personal and professional activities.
• High motivation, self-starting ability, and effectiveness in a fast-paced environment.
• Excellent organizational, leadership, communication, and presentation skills.
• Ability to manage heavy workloads and time-sensitive projects while collaborating with professionals across financial and tax activities.

Culture & Benefits

• Full-time exempt employment with flexibility in a work-from-office culture; remote work applies until office space is secured.
• Fully paid medical, dental, and vision coverage, plus a 401(k) with 100% match up to 3% of annual compensation.
• Profit-sharing opportunities, restricted equity units at hire, and an expedited path toward Partner status at vest.
• At least three weeks of PTO from Day 1, paid holidays, seasonal flex days, volunteer time off, and paid parental leave.
• Reimbursement for required training, certifications, licensing, and dues, plus career development plans and wellbeing support.
• Team-building and social events, book clubs, committees, affinity groups, and a diverse and inclusive culture.

Hiring process

• Artificial intelligence tools may support application review, resume analysis, response assessment, and verification checks.
• Final hiring decisions are made by people.