AVP, Wealth Advisor (Fintech)

Location: Remote, with remote and hybrid collaboration across major hubs

Company

hirify.global is a rapidly growing registered investment advisor combining expert wealth advisors with fintech and technology-enabled wealth management tools.

What you will do

• Serve existing and prospective clients across retirement planning, tax strategy, equity compensation, real estate, and estate coordination.
• Support senior advisor client relationships and assume increasing ownership over time.
• Handle new client inquiries and warm leads, converting introductions into long-term relationships.
• Prospect through referrals, community engagement, and professional networks.
• Use hirify.global’s technology and planning tools to deliver personalized client experiences.
• Contribute to team operations and internal succession planning as the practice grows.

Requirements

• Series 65 or Series 66 license required.
• At least 2 years of experience in financial planning or wealth management.
• Strong knowledge of retirement planning, investment management, and tax fundamentals.
• Relationship-focused approach and commitment to clients’ long-term outcomes.
• Ability to work in a fast-moving, entrepreneurial environment.
• Self-starter capable of managing a pipeline and owning follow-through.

Nice to have

• CFP® certification or active pursuit of certification.
• Existing book of business.
• Experience serving corporate executives, technology professionals, or retirees.
• Experience with financial planning software such as eMoney or MoneyGuidePro.
• Austin-based or Austin-area connections.

Culture & Benefits

• Medical, dental, and vision benefits.
• 401(k) matching and Roth IRA options.
• Unlimited PTO and growth opportunities.
• Mentorship from experienced wealth management professionals.
• Operational and communications support for client transitions.
• Technology, infrastructure, and administrative support for building a client practice.