Financial Wealth Advisor (Focus Team)

Location: Remote or hybrid collaboration across major hubs and anywhere in between

Company

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

What you will do

• Transition existing client relationships onto hirify.global’s technology-enabled platform.
• Grow an established book through coordinated events, market access, and marketing infrastructure.
• Build relationships with high-net-worth prospects inside major Fortune 500 companies.
• Use specialized knowledge of target-company terminology, benefits structures, and cultures when advising prospects.
• Share expertise with developing advisors and contribute to team direction as the practice grows.

Requirements

• Existing book of business with established client relationships.
• Series 65 or Series 66 license required.
• Track record of client retention and organic growth.
• Desire to expand beyond current capacity using team resources.
• Collaborative mindset and willingness to share knowledge with teammates.
• Entrepreneurial drive toward eventual practice ownership.

Nice to have

• CFP, CFA, ChFC, or another advanced certification.
• Experience with corporate retirement plans, executive compensation, or small business owners.
• Existing relationships at large corporations.
• Experience mentoring or training junior advisors.

Culture & Benefits

• Dedicated client service, marketing, and operational support.
• Accessible leadership and a collaborative culture with senior-advisor mentorship.
• Medical, dental, vision, and retirement benefits, including 401(k) matching and Mega Backdoor Roth.
• Unlimited paid time off and growth opportunities within a fast-scaling fintech.
• Competitive base salary with an uncapped commission structure.
• Personalized transition planning, communication support, and operational assistance.