Wealth Advisory Regional Director - East Region (Finance)

hirify.globalss="location">Location: Tampa, Orlando or Atlanta, United States; presence in Charlotte is strongly preferred. Frequent travel to regional offices along the East Coast is required.

hirify.globalss="salary">Salary: $197,000–$303,000 annually for the California compensation range.

hirify.globalss="company-description">Company

hirify.global is a large professional services firm with an integrated Wealth Advisory practice collaborating with tax, assurance, valuation, outsourcing and consulting services.

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

• Lead strategic expansion across the East Region by identifying high-value markets and shaping go-to-market strategies.
• Coach, supervise and develop wealth advisors accountable for net new AUM, book quality and resource management.
• Recommend advisor compensation based on performance and quality results.
• Build a performance culture through strategic hiring, talent development, clear expectations and career paths.
• Strengthen client relationships and support holistic planning for complex and high-net-worth clients.
• Ensure scalable operations and adherence to fiduciary, regulatory and risk standards.

hirify.globalss="requirements">Requirements

• 10 years of relevant financial services or wealth advisory experience.
• Experience leading, coaching and supervising financial professionals with AUM accountability.
• Strong background in financial planning, investment management and client advisory.
• Bachelor's degree required; accounting, finance or a related field preferred. Equivalent relevant experience, education and training may be accepted.
• FINRA Series 7, 24 and 65 licenses or equivalent registrations required.
• Full-time availability and willingness to travel frequently to regional offices are required.

hirify.globalss="nice-to-have">Nice to have

• Certified Financial Planner (CFP) designation.

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

• National platform with local autonomy.
• Culture focused on trust, collaboration and shared success.
• Competitive compensation with performance incentives.
• Advisor community supported by technology, investment research and practice management resources.
• Health, dental, vision and 401(k) benefits.
• Long-term career opportunity in a growing Wealth organization.