Senior Private Wealth Advisor (Fintech)

TL;DR

Senior Private Wealth Advisor (Fintech): Managing high-net-worth client relationships and delivering strategic financial advice with an accent on portfolio management, retirement planning, and tax optimization. Focus on leading a dedicated advisory team to ensure a personalized, first-class client experience while driving asset retention and growth.

Location: Must reside within Northern California. Role is remote with requirements for in-person client meetings as needed.

Salary: $136,800 – $198,375

Company

hirify.global is a financial services firm dedicated to helping individuals achieve financial freedom through personalized advice and innovative 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.
• Explain and implement 'Personal Strategy' investment approaches aligned with client objectives.
• Manage client relationships proactively via phone, email, and virtual meetings.
• Retain and grow assets under management through diligent communication and education.
• Coach and develop team members while coordinating with internal stakeholders.

Requirements

• 10+ years of experience in financial services and client management.
• Must reside in Northern California and be available for in-person client meetings.
• Active FINRA Series 65 license required.
• Advanced knowledge of wealth management, tax optimization, and estate planning.
• Proven track record with high-net-worth clients and complex financial planning.
• Bachelor’s degree in business or equivalent experience.

Nice to have

• CFP certification is strongly preferred.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with up to 6% company matching.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, company holidays, and floating holidays.
• Paid volunteer time (16 hours per year).
• Inclusive environment with active Business Resource Groups.