Private Wealth Advisor

Location: Onsite in Denver, Colorado at the Cherry Creek Regus Executive Office Suite

Company

hirify.global is a banking and wealth management organization providing financial products, advisory services, and solutions for individuals, families, and businesses.

What you will do

• Advise ultra-affluent families and business owners with investible assets above $5 million on banking, investment, planning, and wealth preservation needs.
• Coordinate with Trust, Planning, Investment, and other specialist teams to deliver holistic family wealth solutions.
• Provide investment management, fiduciary advice, financial planning, business succession planning, credit, and depository services.
• Grow and retain Wealth Management relationships while meeting segment goals and profitability objectives.
• Drive new client acquisition through prospecting, referrals, networking, partnerships, industry events, and centers of influence.
• Maintain a qualified prospect pipeline and convert opportunities into long-term client relationships.

Requirements

• Bachelor’s degree and 10+ years of experience in the Wealth Management industry.
• Significant expertise in Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Demonstrated success in business development and relationship management with complex, sophisticated clients.
• Strong knowledge of finance, local, state, national, and global economic conditions.
• Excellent verbal and written communication skills, including presentations and recommendations to senior-level audiences.
• Unrestricted US work authorization is required; future sponsorship is not available.

Nice to have

• MBA or credentials such as CRPC, CFP, CPA, CFA, CWS, CTFA, or CFM.
• JD or the ability to earn a relevant accreditation.
• State Life, Accident & Health, and Variable Contract insurance licenses.

Culture & Benefits

• Onsite work environment focused on collaboration, mentorship, innovation, and professional growth.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions and health savings account options.
• Paid time off programs, short-term and long-term disability insurance.
• Employee banking, tuition assistance, and growth opportunities.
• Schedule flexibility is required for client meetings before or after normal business hours.