Senior Private Wealth Advisor, Practice Lead

TL;DR

Senior Private Wealth Advisor, Practice Lead: Serving as the lead advisor for a dedicated practice team and delivering proactive, tailored wealth management for high-net-worth households with an accent on personal strategy investment guidance, holistic financial planning, and relationship management. Focus on retaining and growing assets under management while coordinating complex client needs and investment discussions across phone, email, and virtual meetings.

Location: Remote (Must reside within territory); in-person client meetings in the Santa Cruz/San Jose, CA area

Salary: $125,400.00 - $181,875.00 base range

Company

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

What you will do

• Lead advisory service within a dedicated client practice team, building long-term relationships with a dedicated book of high-net-worth clients.
• Deliver first-class client experience across onboarding, financial planning, and investor education.
• Manage relationships proactively and reactively via phone, email, and virtual meetings; retain and grow assets under management.
• Explain and implement the “Personal Strategy” investment strategy aligned to clients’ risk tolerance and objectives; review portfolios and discuss markets/economy.
• Provide holistic financial planning (retirement, income optimization, tax-advantaged savings, education planning) and coordinate with Financial Planning Specialists on complex issues.
• Coordinate client requests with internal departments and effectively delegate, coach, train, and develop colleagues/resources.

Requirements

• Residency requirement: must live in the Santa Cruz/San Jose, CA area (remote role with in-person client meetings based on client needs).
• 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.
• Licensing: FINRA Series 65 required; FINRA fingerprinting required.
• Strong verbal and written communication skills; ability to manage multiple time-sensitive tasks and present investment portfolios to clients.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• Retirement savings with a 401(k) plan and generous company matching contributions (up to 6%), plus potential discretionary contribution.
• Tuition reimbursement up to $5,250/year.
• Generous paid time off including a paid time off program plus ten paid company holidays and three floating holidays.
• Paid volunteer time (16 hours per calendar year) and paid parental leave; disability and FMLA leave of absence programs.
• Remote/hybrid requirement: reliable high-speed internet with a wired connection and an adequate home workspace; may be required to work in the office if home environment/internet is not adequate.

Hiring process

• Interviews to assess client advisory leadership, planning/investment expertise, and communication skills.
• Review of licensing requirements (FINRA Series 65 and fingerprinting) and relevant experience.