Wealth Strategist Sr

Location: In-office role based in San Francisco, CA, Phoenix, AZ, or Denver, CO

Base salary: $133,000–$296,400 annually, plus incentive compensation based on company, business, and/or individual performance.

Company

hirify.global is a banking and private wealth management organization focused on delivering financial solutions and client services.

What you will do

• Develop, advise on, and implement complex tax, estate, and financial plans for private banking clients.
• Conduct research and prepare tax, estate, and financial analyses and recommendations.
• Retain and grow assets under management by advising clients, prospective clients, and centers of influence.
• Build and deepen client relationships through networking, prospecting, referrals, and service recommendations.
• Provide direction to wealth strategists and associates when needed.
• Manage customer needs and business risks in line with hirify.global's risk management framework.

Requirements

• Must work in-office from San Francisco, Phoenix, or Denver.
• JD degree required; comparable combinations of education, job-specific certifications, and experience may be considered.
• Typically 8+ years of relevant industry experience.
• Knowledge of wealth planning, investments, client relationship management, networking, and financial operations.
• Strong communication, decision-making, critical-thinking, problem-solving, and value-selling skills.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer experience, collaboration, respect, and employee contribution.
• Medical, prescription drug, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, dependent care support, and educational assistance.
• Wellness programs with financial incentives and family-support benefits.
• Paid holidays, paid absence days, parental leave, and 15–25 vacation days depending on career level and service.

Hiring process

• Applications are expected to be accepted for at least two business days from April 17, 2026.
• Reasonable accommodations are available during the application process.