Private Wealth Advisor

TL;DR

Private Wealth Advisor: Deliver high-touch, personalized support to elite clients through relationship management and strategic financial planning conversations with an accent on comprehensive financial reviews, investment strategies, and deepening wallet share. Focus on leading optimal client experiences, tracking market trends, and collaborating on planning campaigns.

Location: Remote - Must reside within territory (Southern California). Applicants must be authorized to work for any employer in the U.S. No visa sponsorship.

Salary: $104,800 - $148,075

Company

Financial services company hirify.globaling financial freedom through advice, people, and technology.

What you will do

• Provide best-in-class client experience through proactive and reactive engagements on onboarding, financial planning, and investor education
• Lead clients through optimal experiences by managing outreach campaigns and financial planning milestones
• Manage client relationships by collaborating with advisory team to grow long-term ties with high-value clients
• Deliver comprehensive financial planning, analysis, investment management, and strategy recommendations aligned to client goals
• Track market trends, economic conditions, regulatory changes, and assist with monthly audit reviews
• Collaborate with Portfolio Management on relationship clearance, customization, and client requests

Requirements

• Bachelor's degree in Business or related discipline or equivalent experience
• 5+ years in financial services and client experience
• Demonstrated knowledge of wealth management, financial planning, tax/income optimization, estate planning
• Excellent verbal/written communication and presentation skills
• Detail-oriented with ability to manage multiple time-sensitive tasks
• Proactive self-starter with strong organizational skills and situational awareness
• FINRA Series 65 required; FINRA fingerprinting upon hire

Nice to have

• CFP certification
• Proficiency in Microsoft Office, Salesforce, NetX360, and recordkeeping systems

Culture & Benefits

• Flexible work environment with internal mobility and work-life balance focus
• Medical, dental, vision, life insurance; 401(k) with up to 6% matching and advisory services
• Tuition reimbursement up to $5,250/year; generous PTO, holidays, volunteer time, and leave programs
• Business-casual dress code; Business Resource Groups for inclusion
• For remote: reliable high-speed wired internet (fiber/cable/DSL) required; office if inadequate home setup