Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

Location: Remote nationwide within the United States; the ideal candidate lives in the Bay Area and must be willing to meet clients there in person as needed.

Base salary: $87,400–$123,400 per year, with potential bonus or sales incentives.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom and improve their financial lives.

What you will do

• Lead a dedicated client practice alongside a Wealth Advisor and Client Experience Specialist.
• Manage client relationships across onboarding, financial planning, investor education, phone, email, and virtual meetings.
• Retain and grow assets under management through proactive communication and education.
• Explain, recommend, implement, and review Personal Strategy investment approaches aligned with client goals and risk tolerance.
• Advise clients on retirement planning, income optimization, tax-advantaged savings, estate planning, and education planning.
• Delegate, coach, train, and develop colleagues and internal resources.

Requirements

• Bachelor's degree in business or a related discipline, or equivalent experience.
• 4+ years of related experience in financial services and experience managing a wealth management client book.
• Advanced knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Strong client consultation, relationship-building, investment portfolio analysis, and presentation skills.
• FINRA Series 65 and fingerprinting upon hire.
• Authorization to work for any employer in the United States; employment visa sponsorship is not available.

Nice to have

• Experience with Microsoft Office, Salesforce, NetX360, and proprietary recordkeeping systems.
• Strong organization, attention to detail, situational awareness, and contextual thinking.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet required.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, volunteer time, and paid leave programs.
• Inclusive environment with Business Resource Groups and an emphasis on well-being and work-life balance.