Senior Private Wealth Advisor, Practice Lead (Finance)

TL;DR

Senior Private Wealth Advisor, Practice Lead (Finance): Managing high-net-worth client households and providing tailored financial advice with an accent on asset growth and retention. Focus on delivering holistic financial planning, including retirement and tax optimization, and leading a dedicated client practice team.

Location: Remote (Northern California); Must reside within territory and be available for face-to-face client meetings.

Salary: $136,800 - $198,375 base

Company

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

What you will do

• Lead a dedicated client practice team, collaborating with a Wealth Advisor and Client Experience Specialist for high-net-worth clients.
• Provide comprehensive financial planning, investor education, and tailored investment strategies aligned with client risk tolerance.
• Manage client relationships via phone, email, and virtual meetings, with travel for in-person visits.
• Retain and grow assets under management through proactive communication and responsiveness.
• Collaborate with internal departments and Financial Planning Specialists on complex financial issues and holistic planning.

Requirements

• Bachelor’s degree in business or a related discipline.
• 10+ years of experience in financial services and client experience.
• FINRA Series 65 license and fingerprinting required.
• Must reside in Northern California to meet clients in person.
• Proven success with high-net-worth clients and complex financial planning.

Nice to have

• CFP (Certified Financial Planner) certification.

Culture & Benefits

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