Associate Vice President, Focus Team - Wealth Advisor (Fintech)

Location: Remote; remote and hybrid collaboration is available across major hubs and surrounding areas.

Company

hirify.global is a rapidly growing registered investment adviser combining expert advisors with fintech and technology to provide tailored wealth management.

What you will do

• Build a client book of business from the ground up using established market access and coordinated events.
• Connect with high-net-worth prospects through events held inside major Fortune 500 companies.
• Conduct comprehensive discovery sessions and identify clients' financial objectives.
• Present customized wealth management solutions through hirify.global's technology platform.
• Use specialized knowledge of target-company terminology, benefits programs, and culture to build client trust.
• Participate in leadership development, mentor advisors, and support expansion into new markets.

Requirements

• At least 2 years of proven success in financial services sales, including experience advising stock market investors.
• Current Investment Adviser Representative designation and Series 65.
• Demonstrated success exceeding client acquisition targets.
• Strong relationship-building and consultative selling skills.
• Comprehensive understanding of investment vehicles, strategies, and market dynamics.
• Advanced proficiency with modern CRM systems and financial planning software.

Nice to have

• MBA, CFP®, or another recognized financial certification.
• Established and transferable book of business.
• Experience working with high-net-worth individuals with $1M+ in investable assets.
• Fintech or digital-first wealth management experience.
• Data-driven approach to prospecting and client relationship management.

Culture & Benefits

• Collaborative environment with accessible leadership, shared knowledge, and mentorship from senior advisors.
• Dedicated service, marketing, and operational support infrastructure.
• Medical, dental, vision, and retirement benefits, including 401(k) matching and Mega Backdoor Roth.
• Unlimited PTO and growth opportunities within a fast-scaling fintech.
• Competitive base salary with uncapped commission.
• Personalized client-transition planning, communication support, and operational assistance.