Senior Private Wealth Advisor (Practice Lead)

TL;DR

Senior Private Wealth Advisor (Practice Lead): Managing high-net-worth client relationships and delivering tailored financial strategies with an accent on wealth preservation, retirement planning, and tax optimization. Focus on leading a dedicated advisory team to ensure a first-class, personalized client experience while driving asset growth.

Location: Must reside within the Oakland or Berkeley, California area to facilitate in-person client meetings as needed.

Salary: $136,800 - $198,375

Company

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

What you will do

• Serve as the lead advisor for a dedicated book of high-net-worth clients.
• Collaborate with a Wealth Advisor and Client Experience Specialist to deliver comprehensive financial planning.
• Conduct proactive and reactive relationship management via phone, email, and virtual meetings.
• Recommend and review investment strategies aligned with client risk tolerance and financial objectives.
• Coordinate with internal departments to address complex client needs and financial planning requests.
• Coach and develop team members to ensure high-quality service delivery.

Requirements

• 10+ years of experience in financial services and client management.
• FINRA Series 65 license required.
• Must reside in the Oakland or Berkeley area for in-person client engagement.
• Proven success in managing high-net-worth client relationships and complex financial planning.
• Strong communication, organizational, and presentation skills.
• Bachelor’s degree in business or equivalent experience.

Nice to have

• CFP certification is strongly preferred.

Culture & Benefits

• Comprehensive health benefits including medical, dental, and vision insurance.
• 401(k) retirement plan with up to 6% company matching.
• Generous paid time off, company holidays, and floating holidays.
• Tuition reimbursement program up to $5,250 per year.
• Paid volunteer time and support for Business Resource Groups.
• Flexible business-casual work environment.