Wealth Advisory Regional Director (Wealth Advisory)

hirify.globalss="location">Location: Tampa, Florida, with office presence in Orlando, Tampa, or Atlanta; strategic markets including Orlando, Tampa, and Charlotte are 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; competitive compensation with performance incentives.

hirify.globalss="company-description">Company

hirify.global is a professional services firm whose Wealth Advisory practice collaborates with tax, assurance, valuation, outsourcing, and consulting teams.

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, develop, and supervise wealth advisors, including accountability for net new AUM, book quality, resource management, and performance culture.
• Recommend advisor compensation based on results and quality metrics.
• Expand regional capacity through strategic hiring, talent development, and advisor onboarding.
• Strengthen client relationships and support holistic planning for complex and high-net-worth clients.
• Ensure operational, fiduciary, regulatory, and risk standards are consistently met.

hirify.globalss="requirements">Requirements

• 10 years of relevant financial services or wealth advisory experience required.
• 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.
• FINRA Series 7, 24, and 65 licenses or equivalent registrations 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, shared success, and advisor development.
• Technology, investment research, and practice management resources.
• Health, dental, vision, 401(k), and broader wellness benefits.
• Long-term career opportunity within a growing Wealth organization.