Senior Wealth Strategist (Financial Planning)

Location: North Carolina; candidates must be legally authorized to work in the United States. Hybrid work schedule.

Base salary for other U.S. locations: $200,000–$230,000; additional variable incentive compensation and benefits are available.

Company

hirify.global provides technology, investment solutions, trust services, and consulting to more than 10,500 financial advisors.

What you will do

• Develop and deliver comprehensive financial and estate planning strategies for high-net-worth and ultra-high-net-worth clients and advisors.
• Lead planning strategy and execution across the organization, including retirement income, tax mitigation, estate transfer, business transitions, asset protection, and complex wealth strategies.
• Manage, mentor, and support the professional growth of senior financial planners.
• Partner with Product, Sales, Marketing, senior leadership, advisory boards, and strategic partners to enhance planning solutions.
• Present complex planning topics internally and externally and create written reports, educational resources, and decision-support materials.
• Improve planning technology, tools, processes, and scalable frameworks using solutions such as eMoney, Holistiplan, and SS Analyzer.

Requirements

• 10+ years of financial planning experience, including complex HNW/UHNW engagements and strategic cross-functional projects.
• Bachelor’s degree and an advanced degree such as JD, MST, or MBA.
• Active CFP® and CPA certifications.
• Expertise in estate planning, tax strategy, business transitions, banking, investments, and wealth transfer.
• Proficiency with financial planning tools such as eMoney, MoneyGuidePro, and Holistiplan, plus CRM platforms such as Salesforce.
• Legal authorization to work in the United States is required; visa sponsorship is not available.

Culture & Benefits

• Hybrid work schedule with flex time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage with HDHP or PPO options.
• Employer HSA contribution for HDHP participants.
• Volunteer time off, career development, recognition programs, and fitness reimbursement.
• Culture centered on client success, integrity, respect, excellence, inclusion, and continuous improvement.