Lead Advisor, Atlanta - KAR

Location: Remote, based in Atlanta, United States, with approximately 50% travel

Salary: $120,000–$150,000 per year, plus variable compensation

Company

hirify.global is an asset and wealth management firm headquartered in Los Angeles, managing approximately $50 billion in assets and operating as an affiliate of Virtus Investment Partners.

What you will do

• Partner with the Managing Director and Business Development Officer on prospective client meetings, custodian-sponsored events, and new business opportunities.
• Develop and manage client relationships, supporting referrals and additional funding from existing clients.
• Prepare and present customized investment proposals.
• Provide financial planning, investment advisory, and comprehensive wealth management services to high-net-worth clients.
• Recommend asset allocation and investment solutions tailored to client goals.
• Conduct portfolio review meetings and maintain proactive client communication.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in finance or economics.
• 5+ years of financial services experience focused on wealth advisory client service.
• Experience and judgment in financial planning and wealth management.
• Strong oral, written, presentation, prioritization, and goal-management skills.
• Proficiency with Microsoft products, the eMoney financial planning platform, and Salesforce CRM.
• Series 65 or 66, or a CFP or CFA designation that waives the Series 65 or 66 requirement.

Culture & Benefits

• Collaborative, respectful, and team-oriented work environment.
• Medical, dental, and vision insurance starting on the first day.
• Life and disability insurance, health savings account with company match, and flexible spending accounts.
• Wellness program, tuition reimbursement, and 24-hour employee assistance program.
• Adoption assistance, paid family care time, and paid volunteer days.