Private Wealth Advisor (Finance)

TL;DR

Private Wealth Advisor (Finance): Delivering high-touch, personalized financial support and strategic planning for elite clients with an accent on relationship management and investment strategy. Focus on coordinating financial reviews, executing planning campaigns, and optimizing tax and estate planning to expand wallet share.

Location: Must be based in Portland or Seattle

Salary: $87,400 - $123,400

Company

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

What you will do

• Manage proactive and reactive client engagements regarding onboarding, financial planning, and investor education.
• Lead clients through outreach campaigns and financial planning milestones to ensure an optimal experience.
• Collaborate with advisory teams to grow and maintain long-term relationships with high-value clients.
• Provide comprehensive financial planning and analysis tailored to individual client needs and goals.
• Recommend and implement investment strategies aligned with risk tolerance and financial objectives.
• Monitor market trends and regulatory changes while assisting with monthly audit reviews.

Requirements

• Bachelor's degree in Business or a related discipline.
• 5+ years of experience in financial services and client experience.
• Deep knowledge of wealth management, tax optimization, and estate planning.
• FINRA Series 65 certification required.
• Must be based in Portland, Oregon or Seattle, Washington.
• Must be authorized to work in the U.S. (no visa sponsorship available).

Nice to have

• CFP (Certified Financial Planner) certification.
• Proficiency in Salesforce, NetX360, and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions 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, short-term, and long-term disability.
• 16 hours of paid volunteer time per calendar year.