Wealth Advisor

Location: San Francisco, California, United States; onsite four days per week

Company

hirify.global is a U.S. wealth management platform serving high-net-worth and ultra-high-net-worth individuals and families through a nationwide office network.

What you will do

• Identify, prospect, and acquire high-net-worth and ultra-high-net-worth clients through networking, referrals, industry events, and community engagement.
• Build and execute a personal business development plan to exceed sales and growth objectives.
• Develop integrated wealth management solutions covering planning, investments, wealth transfer, family office services, and tax optimization.
• Lead client meetings, portfolio reviews, market updates, and strategic planning sessions.
• Partner with marketing, product, investment, and specialist teams to deliver tailored client strategies.
• Track pipeline activity, client engagement, and conversion metrics using data, analytics, and marketing tools.

Requirements

• 8–10 years of experience advising high-net-worth clients and delivering comprehensive wealth management solutions.
• Proven business development and client acquisition experience in financial services, private banking, or wealth management.
• Strong professional network and ability to build referral channels with lawyers, accountants, business owners, and other centers of influence.
• Exceptional interpersonal, communication, presentation, analytical, and problem-solving skills.
• Bachelor’s degree in Finance, Economics, or a related field; relevant certifications or designations such as CFA, CFP, CPA, JD, or MBA.
• Must have unrestricted authorization to work in the United States; U.S. employment opportunities generally require U.S. citizenship or permanent residence.

Culture & Benefits

• Collaborative partnership model focused on professional development and career growth.
• Performance-based compensation and access to a broad investment, planning, and advisory platform.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, flexible spending, health savings, and commuter benefits.
• Paid maternity and parental leave, training reimbursement, paid professional designations, and volunteer days.

Hiring process

• Employment is conditional on successful completion of a background investigation.
• Selected candidates must execute an employee agreement or confidentiality and non-disclosure agreement.