Wealth Advisor, Ultra High Net Worth

Location: Hybrid - New York, NY

Company

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

What you will do

• Serve as the primary advisor for ultra-high-net-worth clients and assess their evolving financial needs, goals, and risk tolerance.
• Advise on estate planning, tax optimization, philanthropic giving, and intergenerational wealth transfer.
• Collaborate with the investment team on alternative investments, including private equity, venture capital, and direct investments.
• Coordinate concierge services such as bill pay, private aviation, real estate management, and family governance support.
• Review client portfolios, recommend adjustments, and maintain accurate documentation in line with fiduciary and regulatory standards.

Requirements

• 7+ years of wealth management experience serving HNW or UHNW clients in a multi-family office, private bank, or elite RIA environment.
• Deep expertise in complex wealth strategies, tax law, trust structures, estate planning, and alternative investments.
• Exceptional communication skills for explaining sophisticated financial concepts to clients and family members with varying levels of financial literacy.
• Series 65 or equivalent registration with a clean U4.
• Comfort adopting modern wealth management platforms and working with technology.

Nice to have

• Experience managing relationships with $50M+ in assets under management per household.
• Experience working with technology founders, executives, or entrepreneurial wealth.
• Experience with family governance, next-generation education, or philanthropic strategy.
• CFP certification or additional credentials such as CFA, CPA, JD, or ChFC.

Culture & Benefits

• Collaborative environment with entrepreneurs and fintech specialists.
• Opportunity to contribute to a fast-scaling wealth management startup.
• Growth opportunities as the organization expands.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited paid time off and a competitive compensation package.