AVP, Premier Segment Advice Manager

Location: Fort Mill/Charlotte, United States

Salary: $108,356–$180,559 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and their clients with investment solutions, fintech tools, advisor affiliation models, and practice management services.

What you will do

• Lead, coach, and develop a team of licensed financial advisors serving high-net-worth clients.
• Prepare and oversee comprehensive financial planning engagements and manage Strategic Asset Management accounts.
• Monitor advisor productivity, workforce management, and performance metrics to improve operational efficiency and service delivery.
• Support advisor development, resolve escalated client concerns, and strengthen investor relationships.
• Partner with stakeholders and cross-functional teams on strategic initiatives and business challenges.
• Conduct business reviews, identify growth opportunities, and ensure compliance through supervision, coaching, and quality reviews.

Requirements

• 4+ years of experience in financial services, financial advising, or wealth management.
• Active FINRA Series 7 and Series 66 licenses required.
• Ability to obtain FINRA Series 9/10 within 6 months of hire.
• 2+ years of experience leading, coaching, or mentoring professionals in a sales or advisory environment.
• Strong critical thinking, strategic decision-making, communication, interpersonal, and data-analysis skills.

Nice to have

• CFP certification.
• Experience managing licensed financial advisors.
• Experience in a phone-based or centralized advice model.
• Familiarity with fee-based advisory platforms, financial planning tools, and insurance solutions.
• Experience driving client acquisition and advisor productivity initiatives.

Culture & Benefits

• Full-time employment with a client-focused, team-oriented environment.
• 401(k) matching and health benefits.
• Employee stock options, paid time off, and volunteer time off.
• Focus on integrity, collaboration, continuous improvement, and professional development.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payments or banking and credit card information.