Senior Private Client Advisor (Fintech)

TL;DR

Senior Private Client Advisor (Fintech): Managing and growing relationships with high-net-worth client households by providing tailored financial advice and strategic planning with an accent on asset retention and proactive education. Focus on delivering holistic financial planning and coordinating complex investment strategies to achieve long-term client success.

Location: Hybrid (Must reside within territory: Oakland, Fresno, San Jose, or San Mateo, California)

Salary: $131,100 - $190,125

Company

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

What you will do

• Lead a dedicated client practice team consisting of a Wealth Advisor and Client Experience Specialist to build lasting relationships with high-net-worth clients.
• Provide tailored financial advice on onboarding, financial planning, and investor education.
• Manage high-value relationships proactively and reactively via phone, email, and virtual meetings.
• Implement 'Personal Strategy' investment strategies that align with client risk tolerance and financial objectives.
• Deliver holistic financial planning covering retirement, income optimization, tax-advantaged savings, and education planning.
• Travel to meet clients face-to-face to build and maintain strong professional bonds.

Requirements

• 10+ years of experience in financial services and client experience.
• FINRA Series 65 license required.
• Proven success working with high-net-worth clients and managing complex financial plans.
• Bachelor’s degree in business or a related discipline.
• Must be based in the specified California territories.
• Ability to pass FINRA fingerprinting.

Nice to have

• CFP (Certified Financial Planner) designation strongly preferred.
• Prior experience as a high-performing Advisor & Planner in the Personal Strategy solution.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Generous PTO, 10 paid company holidays, and 3 floating holidays.
• Tuition reimbursement up to $5,250 per year.
• Paid parental leave, short-term and long-term disability, and FMLA.
• Inclusive environment with Business Resource Groups and 16 hours of paid volunteer time annually.