Senior Wealth Strategist

Location: Jacksonville, Florida, United States

Salary: $130,530–$228,380 USD annually base pay, plus a discretionary bonus program that may include equity.

Company

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

What you will do

• Develop and execute a business development strategy for targeted ultra-high-net-worth individuals, families, businesses, nonprofits, and institutions.
• Identify prospective clients, present hirify.global's wealth management capabilities, and convert prospects into clients.
• Advise clients and their representatives on fiduciary services, wealth transfer, estate planning, tax planning, and investment management solutions.
• Build and maintain professional networks with attorneys, estate planning professionals, CPAs, clients, and community contacts.
• Coordinate the transition of ongoing client contact and account management to the appropriate internal teams.
• Represent hirify.global in local civic and philanthropic organizations and collaborate with specialists across the organization.

Requirements

• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Series 7 and Series 63 licenses are required.
• At least 10 years of sales and relationship management experience, preferably with wealth management clients.
• Experience or a plan to build a strong network of centers of influence, including attorneys, estate planning professionals, and CPAs.
• Knowledge of fiduciary capabilities and services, including trusts, wills, investment management, custody, financial consulting, estate planning, and tax planning.
• Strong analytical, communication, consultative sales, and collaboration skills.

Nice to have

• CFP, CFTA, CFA, or CIMA designation.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal mobility.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.