Financial Advisor (Wealth Management)

Location: Remote - US; fully remote with no on-site work required

Salary: $200K–$1M+ with equity

Company

hirify.global is a Series B registered investment advisor building an AI-powered platform and operational infrastructure for independent financial advisors.

What you will do

• Build and grow an independent advisory practice using Savvy's platform, marketing, operations, and client service resources.
• Develop client relationships and grow a book of business through AI-powered prospecting and marketing tools.
• Advise clients on investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management.
• Prepare and present comprehensive financial plans.
• Design, implement, and monitor long-term investment portfolios and asset allocations.
• Provide product feedback and help identify other advisors for the Savvy network.

Requirements

• Currently operating as a financial advisor.
• Series 65 or equivalent with a clean U4.
• Existing, transferable book of business and a proven record of client acquisition and retention.
• 7+ years of investment advisory experience.
• Clear, empathetic, and confident communication of financial advice.

Nice to have

• CFA or CFP certification.
• Entrepreneurial mindset and interest in growing an advisory practice with reduced administrative overhead.

Culture & Benefits

• AI-powered software and dedicated teams for marketing, operations, investment management, and client services.
• Supported transition process for an existing book of business.
• Flexibility to keep an independent brand name, with remote and hybrid flexibility.
• Equity package, unlimited PTO, and paid company holidays.
• Medical, dental, vision, 401(k), commuter, HSA/FSA, mental health, and employee assistance benefits.
• NYC office with lunch and snacks provided.