Wealth Advisor (Wealth Management)

Location: In-office position based in Maryland Line, Maryland, United States

Salary: $63,750–$127,500 annually, plus incentive compensation based on company, business, and/or individual performance.

Company

hirify.global is a financial services company providing wealth management, investment, insurance, and banking solutions.

What you will do

• Consult with clients on investment and insurance strategies and develop personalized financial plans.
• Grow and retain an investment and insurance book of business through networking, prospecting, and relationship management.
• Present financial recommendations, select suitable products, monitor financial plans, and recommend changes as needed.
• Own the client experience by handling sales and service activities and identifying referral opportunities.
• Coach and educate internal business partners to identify investment opportunities and increase referral activity.
• Review business results and pipeline management while following applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 3+ years of relevant or direct industry experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Strong client prospecting, relationship management, financial analysis, communication, sales, and customer engagement skills.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• In-office work environment with an inclusive and supportive workplace culture.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) match, pension, stock purchase plans, life insurance, and disability protection.
• Educational assistance, wellness programs, dependent care support, and family-related reimbursements.
• Paid holidays, absence days, parental leave, and 15–25 vacation days depending on career level and eligibility.