Financial Wealth Advisor (Advisory Team)

Location: Remote or hybrid collaboration across major hubs and other locations; US financial licensing and benefits context applies.

Company

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

What you will do

• Manage and grow a book of business through comprehensive investment, retirement, estate, insurance, and tax planning.
• Transition existing client relationships onto the platform and support a seamless onboarding experience.
• Prospect for qualified clients through referrals, community engagement, professional networks, and direct outreach.
• Build long-term relationships with high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
• Use technology, planning tools, and operational support to deliver personalized client experiences.
• Collaborate on complex client situations and support the development of junior advisors over time.

Requirements

• Minimum $10–15M AUM book of business with transferable client relationships.
• Series 65 or Series 66 license required.
• Track record of proactive business development, consistent prospecting, strong client retention, and organic book growth.
• Experience across multiple client types and financial planning disciplines.
• Collaborative working style and a long-term orientation toward practice ownership.

Nice to have

• CFP, CFA, ChFC, AIF, or another advanced designation.
• Experience with nonprofits, 401(k)s, executive compensation, or small business owners.
• Experience mentoring or developing junior advisors.
• 30M+ AUM book seeking a more flexible platform.

Culture & Benefits

• Medical, dental, vision, and retirement benefits, including 401(k) matching and Roth IRA options.
• Unlimited paid time off and growth opportunities within a fast-scaling fintech.
• Mentorship from experienced wealth-management leaders and accessible leadership.
• Personalized transition planning, communication support, and operational assistance for moving client relationships.
• Top-tier industry payouts and technology designed to reduce operations and administrative work.
• Flexible collaboration across remote and hybrid work environments.