Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta, Denver, or Orlando (Finance)

hirify.globalss="location">Location: Onsite at a hirify.global office in Atlanta, Denver, or Orlando

hirify.globalss="salary">Salary: $78,300–$151,000 annually for the Colorado position

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services across more than 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Deliver comprehensive, holistic financial services to existing individual clients.
• Prepare and present portfolio reviews, economic outlooks, and financial plans.
• Advise clients on the advantages and disadvantages of different investment strategies.
• Create, implement, and regularly review plans designed to support client assets and satisfaction.
• Coordinate with partner areas to determine servicing requirements and resolve problems.
• Oversee client activity, transaction processing, inquiry resolution, and implementation updates.

hirify.globalss="requirements">Requirements

• Three years of experience as a financial advisor serving individual clients.
• Bachelor's degree required; a degree in accounting, finance, or a related field is preferred. Relevant experience, education, and training may substitute for the degree.
• Active Series 65 or Series 66 securities license required.
• Work must be performed in a hirify.global office.

hirify.globalss="culture-benefits">Culture & Benefits

• Culture focused on creating opportunities for clients, employees, and communities.
• Collaborative approach to compensation and career growth.
• Health, dental, vision, and 401(k) benefits.
• Wellness support covering physical, financial, social, and emotional well-being.