Senior Financial Planner (CFP®) - Private Banking (Wealth Management)

Location: Palo Alto, California, United States

Base pay: $140,000–$170,000 per year

Company

hirify.global provides private banking, wealth management, trust, lending, investment, insurance, and financial planning services.

What you will do

• Lead comprehensive financial planning for high-net-worth and ultra-high-net-worth individuals, families, investors, and business owners.
• Prepare multi-scenario cash-flow models, retirement distribution strategies, tax-efficient wealth transfer plans, philanthropic plans, education funding analyses, concentrated-position analyses, and liquidity-event plans.
• Present complex planning concepts and recommendations in client meetings alongside bankers and advisors.
• Identify evolving client needs and integrate planning insights into broader wealth management strategies.
• Support planning adoption across the Private Bank by educating bankers and contributing to presentations, seminars, and business development initiatives.
• Collaborate with wealth planners, trust specialists, investment, insurance, and lending teams while maintaining regulatory compliance.

Requirements

• At least 8 years of experience in financial planning or wealth management.
• CFP® certification or active progress toward the designation.
• Undergraduate degree or equivalent four-year education.
• Experience with financial planning software and CRM tools.
• Experience serving high-net-worth clients is preferred.
• Strong client-facing communication, presentation, relationship-building, and collaboration skills.

Nice to have

• Degree in finance, accounting, wealth management, financial planning, or a related discipline.
• CPA, CTFA, or CEPA certification.

Culture & Benefits

• Collaborative, entrepreneurial, and fast-paced private banking environment.
• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Equal opportunity employment and consideration under applicable fair-chance hiring laws.