Senior Private Wealth Advisor (Finance)

TL;DR

Senior Private Wealth Advisor (Finance): Managing high-net-worth client relationships and delivering personalized financial strategies with an accent on asset growth and retention. Focus on comprehensive financial planning, investment guidance, and leading a dedicated client practice team.

Location: Must reside in the Seattle metropolitan area (Remote with local travel for in-person client meetings)

Salary: $125,400 - $181,875

Company

hirify.global is a financial services organization dedicated to transforming financial lives through a combination of personalized advice and innovative technology.

What you will do

• Serve as the lead advisor for high-net-worth clients with $1M+ in investable assets.
• Deliver comprehensive financial planning, including retirement, tax-efficient investing, and estate planning.
• Retain and grow assets under management (AUM) through proactive communication and exceptional service.
• Provide day-to-day leadership and coaching to a Wealth Advisor and Client Experience Specialist.
• Implement investment strategies aligned with client goals and risk tolerance using the Personal Strategy approach.
• Conduct both virtual and in-person consultations to strengthen long-term client relationships.

Requirements

• Must reside in the Seattle metropolitan area.
• 10+ years of experience in wealth management, private wealth, or financial planning.
• Active FINRA Series 65 license and willingness to undergo FINRA Fingerprinting.
• Bachelor's degree in Business, Finance, Economics, or equivalent professional experience.
• Proven success managing high-net-worth clients ($1M+) and driving client retention.
• Experience utilizing Salesforce CRM and modern financial planning platforms.

Nice to have

• CFP® certification.
• Exceptional client consultation and relationship management skills.
• Ability to thrive in a fast-paced environment with multiple time-sensitive priorities.

Culture & Benefits

• 401(k) plan with generous company matching contributions up to 6%.
• Comprehensive medical, dental, vision, and life insurance.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Tuition reimbursement up to $5,250 per year.
• Paid parental leave, short-term, and long-term disability programs.
• Support for Business Resource Groups (BRGs) to foster inclusion and collaboration.