Senior Private Wealth Advisor - Practice Lead (Finance)

TL;DR

Senior Private Wealth Advisor - Practice Lead (Wealth Management): Leading a dedicated client practice team to help high-net-worth clients achieve long-term financial success with an accent on personalized financial advice and strategic asset growth. Focus on designing comprehensive financial plans, optimizing tax-advantaged savings, and managing complex investment portfolios for high-net-worth individuals.

Location: Remote (Must reside within US territory), ideally based in Seattle, Washington for in-person client meetings.

Salary: $125,400 - $181,875

Company

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

What you will do

• Lead a client practice team including a Wealth Advisor and Client Experience Specialist to manage high-net-worth client relationships.
• Deliver a first-class client experience through onboarding, financial planning, and investor education.
• Implement and review investment strategies aligned with clients' risk tolerance and financial objectives.
• Provide holistic financial planning covering retirement, income optimization, tax-advantaged savings, and education planning.
• Retain and grow assets under management (AUM) through proactive communication and responsiveness.
• Travel as needed to meet with clients face-to-face to build strong relationships.

Requirements

• 10+ years of experience in financial services and client experience.
• Active FINRA Series 65 license and FINRA fingerprinting.
• Bachelor’s degree in business or a related discipline or equivalent experience.
• Advanced knowledge of wealth management strategies, tax optimization, and estate planning.
• Must reside within the US territory.

Nice to have

• CFP (Certified Financial Planner) certification.
• Exceptional skills in delivering client consultations and establishing long-term trust.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including ten company holidays and three floating holidays.
• Paid parental leave and short/long-term disability programs.
• 16 hours of paid volunteer time per calendar year.