Private Wealth Analyst (Financial Services)

Location: In office at 2029 Century Park East, Los Angeles, California, US 90067

Salary: $87,027–$138,965 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada, providing banking and wealth management services.

What you will do

• Create sophisticated portfolio, market, and sales analyses for Private Bankers.
• Support financial planning analyses and serve as the regional subject matter expert for eMoney.
• Coordinate delivery of Investment Policy Statements and track agreed client strategies.
• Support business development, onboarding, servicing, and client sales calls.
• Develop tailored solutions across investments, brokerage, trust, wealth transfer, credit, and deposits.
• Coordinate with Private Bankers, Portfolio Managers, Tax and Financial Planning, and Investment Management Services teams.

Requirements

• At least 3 years of experience in investments, financial planning, or financial services.
• At least 3 years of experience with Microsoft Excel and PowerPoint.
• At least 3 years of experience working in a professional team environment.
• FINRA Series 7 and 66 licenses, or the ability to obtain them.
• Maintain required training and continuing education for licenses and certifications.

Nice to have

• Experience with Bloomberg, Morningstar Advisor, eMoney, or other financial databases.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Specialized health and family planning benefits, including fertility support.
• Career mobility support and colleague resource groups.