Lead Advisor, Pacific Northwest - KAR (Wealth Management)

Location: Remote, with a preference for San Francisco, Seattle, or Portland

Salary: $120,000–$150,000 starting salary plus variable compensation.

Company

hirify.global is an asset and wealth management firm headquartered in Los Angeles and affiliated with Virtus Investment Partners.

What you will do

• Partner with the Managing Director and Business Development Officer on new business opportunities, prospective client meetings, and custodian-sponsored events.
• Develop client strategies and manage new relationships, including investment advisory, financial planning, and estate and tax planning.
• Prepare and present customized investment proposals in coordination with the Business Development Officer.
• Provide comprehensive wealth management and investment recommendations, including asset allocation and investment solutions.
• Conduct regular portfolio review meetings and maintain proactive client communication.
• Support client referrals and additional funding from existing relationships through a high-quality client experience.

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 tools, the eMoney financial planning platform, and Salesforce CRM.
• Series 65 or 66, or a CFP or CFA designation that can waive the Series 65 or 66 requirement.

Culture & Benefits

• Collaborative, respectful, team-oriented culture with open communication and accessibility.
• Medical, dental, and vision insurance from 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.