Senior Financial Planner

Location: Charlotte, NC, United States; hybrid work schedule

Salary: $125,000–$175,000 base salary for other U.S. locations; high-cost-of-living U.S. markets have a $140,000–$200,000 range. Additional variable incentive compensation may apply.

Company

hirify.global provides technology, investment solutions, and consulting support to financial advisors and serves more than 10,500 advisors with over $150 billion in assets under management.

What you will do

• Prepare comprehensive financial plans for high-net-worth prospective and existing clients.
• Analyze retirement projections, business transitions, Social Security, education funding, stock options, estate planning, asset protection, and risk management.
• Partner with advisors to deliver accurate, timely, and client-focused planning recommendations.
• Use analytical and relationship management skills to identify client needs and position appropriate solutions.
• Collaborate with Wealth Solutions groups to develop tailored client strategies and educate advisors on planning approaches.
• Co-present financial planning concepts and analysis and create educational resources for advisors and clients.

Requirements

• Active CFP® certification and an additional designation such as CEPA, RICP, CDFA, EA, or CAP.
• At least 7 years of financial planning experience with high-net-worth individuals.
• Bachelor’s degree or equivalent experience.
• Strong analytical, problem-solving, organizational, communication, and relationship management skills.
• Experience with financial planning tools such as eMoney, Morningstar, SS Analyzer, portfolio analysis software, and Salesforce.
• Legal authorization to work in the United States is required; visa sponsorship is not available.

Culture & Benefits

• Hybrid work schedule with flexible time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage through HDHP or PPO plans.
• 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 collaboration.