Senior Private Wealth Advisor, Practice Lead (Personal Strategy)

TL;DR

Senior Private Wealth Advisor, Practice Lead (Personal Strategy): Serving as the lead advisor for a dedicated book of high-net-worth clients, delivering proactive, tailored wealth management and holistic financial planning with an accent on investment strategy explanation, relationship management, and retaining/growing assets. Focus on coordinating complex client needs, presenting and reviewing portfolios aligned to risk tolerance, and setting the client-practice tone through coaching and delegation.

Location: Remote/Hybrid in Northern California (must reside within territory; ideal candidate lives in the Santa Cruz area and meets clients in person as needed)

Base Salary Range: $125,400.00 - $181,875.00

Company

hirify.global provides financial advice and technology to help customers achieve financial freedom.

What you will do

• Lead a dedicated client practice team (with a Wealth Advisor and Client Experience Specialist) and manage relationships for a book of high-net-worth clients.
• Deliver onboarding, financial planning, and investor education through proactive and reactive client engagement via phone, email, and virtual meetings.
• Retain assets under management and grow additional assets through education, communication, and consistent responsiveness.
• Explain and implement the “Personal Strategy” investment approach; recommend, review, and discuss portfolios, markets, and economic topics.
• Provide holistic financial planning (retirement, income optimization, tax-advantaged savings, education planning) and coordinate with Financial Planning Specialists on complex plans.
• Coordinate client requests across internal departments and delegate/coach/train colleagues and resources.

Requirements

• Residency/territory: Must reside within the required territory; ideal candidate lives in the Santa Cruz area and can meet clients face-to-face as needed.
• 10+ years of related experience in financial services and client experience.
• Proven success with high-net-worth clients, complex planning, NPS, and client retention.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• FINRA Series 65 required; FINRA fingerprinting required.
• Excellent verbal and written communication skills; ability to manage multiple time-sensitive tasks and present investment portfolios to clients.

Nice to have

• CFP strongly preferred.

Culture & Benefits

• Flexible work environment with remote/hybrid options; reliable high-speed internet with a wired connection required for remote/hybrid roles.
• Medical, dental, vision, and life insurance.
• Retirement savings with a 401(k) plan and generous company matching (up to 6%), plus potential discretionary contribution.
• Tuition reimbursement up to $5,250/year and paid time off including paid holidays and floating holidays.
• Paid volunteer time (16 hours per calendar year) and leave of absence programs including paid parental leave and disability coverage.
• Business Resource Groups (BRGs) supporting inclusion and collaboration.

Hiring process

• Application review followed by interviews to assess client leadership, planning/investment expertise, and communication skills.
• Final offer finalized based on geographic location, experience, education, and licensure requirements.