Wealth Strategist (Wealth Management)

Location: Tampa, Florida, United States; full-time onsite role. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to corporations, institutions, affluent families, and individuals.

What you will do

• Develop and execute business development strategies for targeted ultra-high-net-worth individuals, families, businesses, and institutions.
• Cultivate new investment management relationships through consultations, presentations, and community engagement.
• Advise prospective clients and their representatives on estate planning, wealth transfer, and tax planning strategies.
• Build internal and external networks, including relationships with attorneys, estate planning professionals, CPAs, and other Centers of Influence.
• Profile client financial needs and connect them with hirify.global’s fiduciary, investment management, custody, and consulting capabilities.
• Coordinate the transition of new client relationships to account management and service teams.

Requirements

• 10 or more years of sales and relationship management experience, preferably with wealth management clients.
• Knowledge of fiduciary services, personal trusts, living trusts, wills, investment management, custody, financial consulting, estate planning, and tax planning.
• Ability to develop Centers of Influence networks serving ultra-high-net-worth individuals and families.
• Strong analytical, communication, consultative sales, and collaboration skills.
• Series 7 and Series 63 licenses are required.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Nice to have

• CFP, CFTA, CFA, or CIMA designation.

Culture & Benefits

• Flexible and collaborative work culture grounded in service, integrity, and expertise.
• Opportunities for internal movement and access to senior leaders.
• Commitment to an inclusive workplace and community engagement.
• Philanthropic opportunities supported through employee time and expertise.
• Reasonable accommodations are available throughout the employment process.