Private Client Advisor (Wealth Management)

Location: San Diego, California, United States

Salary: $100,000–$180,000 per year, with potential performance-based incentive compensation.

Company

hirify.global provides banking, wealth management, trust, investment, and related financial services.

What you will do

• Identify, close, deepen, and retain relationships with high- and ultra-high-net-worth individuals, nonprofit organizations, and fiduciary clients.
• Assess client circumstances holistically and develop education, strategies, and solutions across wealth management, banking, estate planning, taxation, investments, and trust services.
• Partner with branch, commercial, banking, trust, accounting, and legal professionals to identify prospects and coordinate client solutions.
• Lead the team-based service model and ensure delivery of the client experience.
• Support business growth through internal and external relationship sourcing.
• Maintain regulatory knowledge and comply with bank policies, procedures, training, and applicable banking regulations.

Requirements

• Bachelor’s degree required.
• 5–10 years of experience in banking and wealth management required.
• Strong relationship management, networking, business development, writing, speaking, and presentation skills.
• Expertise in estate planning, taxation, wealth management, trust services, asset allocation, and investment products.
• Analytical, problem-solving, independent decision-making, and collaboration skills.
• Occasional travel may be required.

Nice to have

• Advanced degree or professional designation such as MBA, MSF, CFA, CFP, CPA, CTFA, or JD.
• Experience coaching, mentoring, training, or serving as a subject matter expert.

Culture & Benefits

• Healthcare coverage including medical, dental, and vision plans.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Life, disability, mental health, employee assistance, identity theft protection, legal support, auto, home, and pet insurance.
• Tuition assistance and access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays.
• Benefits eligibility begins the first day of the month following hire for associates regularly scheduled to work at least 30 hours weekly.