Private Wealth Consultant (Wealth Management)

Location: Saint Petersburg, Florida, United States. Workstyle: Hybrid. Travel is less than 25%.

Company

hirify.global is a financial services firm focused on client-first wealth management, integrity, independence, and a conservative long-term approach.

What you will do

• Advise financial advisors and high-net-worth clients with $5 million or more on wealth management products and services.
• Provide technical and educational guidance on estate, tax, charitable, business succession, executive compensation, and retirement planning.
• Use financial planning software to support planning recommendations.
• Build relationships with financial advisors and educate them on wealth management solutions that support asset retention and growth.
• Coordinate with internal departments and clients’ legal and tax professionals to develop comprehensive recommendations.
• Lead cross-functional projects and contribute to strategy development, communication resources, home office visits, and public speaking activities.

Requirements

• Bachelor’s degree in finance, business administration, or a related field, with at least five years of wealth management or financial planning experience.
• Knowledge of the wealth management or brokerage industry, banking and finance, securities broker/dealer operations, and financial planning regulations.
• Strong problem-solving, research, communication, presentation, and relationship-building skills.
• Ability to explain complex technical issues to non-technical audiences and manage projects across multiple disciplines.
• Ability to work independently and collaboratively while providing a high level of client service.
• FINRA Series 7, CFP, insurance, or other applicable licenses are beneficial; willingness to obtain required licenses may be necessary.

Culture & Benefits

• Collaborative, supportive, and people-first work environment.
• Medical, dental, vision, life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Equal opportunity workplace that values diverse experiences and backgrounds.