Senior Private Wealth Advisor, Practice Lead (Fintech)

TL;DR

Senior Private Wealth Advisor, Practice Lead (Private Wealth Management): Leading a dedicated client practice team to provide tailored financial advice and strategic planning for high-net-worth households with an accent on asset retention, growth, and holistic financial planning. Focus on designing personalized investment strategies, managing complex client relationships, and delivering first-class financial consultations.

Location: Must reside in the New York area (Hybrid/Remote within territory, requires in-person client meetings)

Salary: $136,800 - $198,375

Company

hirify.global is a financial services company focused on transforming financial lives through advice, people, and technology.

What you will do

• Serve as the lead advisor within a dedicated team consisting of a Wealth Advisor and Client Experience Specialist.
• Manage high-net-worth client relationships, handling onboarding, financial planning, and investor education.
• Implement and review 'Personal Strategy' investment strategies aligned with clients' risk tolerance and financial objectives.
• Provide holistic financial planning covering retirement, income optimization, tax-advantaged savings, and education planning.
• Conduct proactive relationship management via phone, email, and virtual meetings, supplemented by face-to-face travel.
• Delegate, coach, and develop colleagues and resources within the advisory team.

Requirements

• Must reside in the New York area.
• Bachelor’s degree in business or a related discipline.
• 10+ years of related work experience in financial services and client experience.
• FINRA Series 65 license required.
• Proven success managing high-net-worth clients and complex financial planning.
• Strong proficiency in Salesforce and financial recordkeeping systems.

Nice to have

• CFP (Certified Financial Planner) certification.
• Prior experience as a high-performing Advisor & Planner specifically within the Personal Strategy solution.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company and floating holidays.
• Paid parental leave, short-term, and long-term disability.
• 16 hours of paid volunteer time per calendar year.