Sr. Manager, Wealth Advisor (Financial Planning)

Location: Lone Tree, Colorado, United States; onsite work required

Salary: USD $154,000–$209,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides fee-based investment advisory services focused on personalized client guidance, fiduciary responsibility, and long-term investing.

What you will do

• Manage ongoing relationships with wealth advisory clients.
• Deliver holistic financial planning for complex scenarios, including concentrated positions, tax-aware strategies, and multiple financial goals.
• Provide tailored investment guidance aligned with client objectives, risk profiles, and long-term outcomes.
• Translate sophisticated planning and investment concepts into clear recommendations that support client decisions and trust.
• Set the operating cadence for a book of business, prioritize high-impact activities, and coordinate across advisory partners.
• Recognize risks and scope limitations, escalate concerns appropriately, and support fiduciary and regulatory expectations.

Requirements

• Experience leading complex client relationships and navigating sensitive conversations with diplomacy.
• Ability to manage complex, multi-workstream client needs with consistent follow-through.
• Proven experience developing and communicating holistic financial plans.
• CFP® or CFA® designation and a bachelor’s degree.
• Active FINRA Series 7 license; may be obtained within 120 days of employment.
• Active FINRA Series 66 license or equivalent; may be obtained within the first 120 days.

Culture & Benefits

• In-office collaboration and regular in-person work are emphasized.
• Culture focused on trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, parental leave, and family-building benefits.
• Paid vacation and volunteering time, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.