Senior Private Wealth Advisor, Practice Lead (Finance)

TL;DR

Senior Private Wealth Advisor, Practice Lead (Finance): Managing high-net-worth client households and delivering tailored financial advice with an accent on asset retention, growth, and holistic financial planning. Focus on leading a dedicated client practice team and implementing complex investment strategies aligned with client risk tolerance.

Location: Must reside within the San Francisco Bay Area (San Francisco, San Jose, San Mateo) and be available to meet clients in person.

Salary: $136,800 - $198,375

Company

hirify.global is a financial services organization dedicated to transforming financial lives through a combination of professional advice, people, and technology.

What you will do

• Serve as the lead advisor for a dedicated book of high-net-worth clients, collaborating with a Wealth Advisor and Client Experience Specialist.
• Deliver a first-class client experience across onboarding, financial planning, and investor education.
• Implement and review "Personal Strategy" investment strategies based on client risk tolerance and objectives.
• Provide holistic financial planning covering retirement, income optimization, and tax-advantaged savings.
• Manage client relationships proactively via phone, email, virtual meetings, and face-to-face interactions.
• Coordinate with internal stakeholders and delegate or coach team members to ensure high service standards.

Requirements

• 10+ years of experience in a registered Wealth Advisor position.
• FINRA Series 65 certification is required.
• Bachelor’s degree in business or a related discipline.
• Advanced knowledge of wealth management, tax optimization, and estate planning.
• Must be based in the San Francisco Bay Area.
• Proficiency in Salesforce, Microsoft Office, and wealth management recordkeeping systems.

Nice to have

• CFP (Certified Financial Planner) designation.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid parental leave and short/long-term disability.
• 16 hours of paid volunteer time annually.