Financial Advisor Senior (Wealth Management)

Location: In office at 9229 Sunset Boulevard, West Hollywood, California, US 90069

Company

hirify.global provides banking and wealth management services and is a subsidiary of Royal Bank of Canada.

What you will do

• Develop new wealth management business through Personal & Business Banking referrals, internal sources, and community involvement.
• Manage relationships with affluent individuals and families, serving as the primary contact for investment management opportunities.
• Provide asset management, financial planning, brokerage, and wealth management services.
• Analyze client needs, structure asset allocations, review portfolios, and adjust investment strategies based on objectives, risk tolerance, and market conditions.
• Lead client meetings, prepare portfolio review materials, oversee account onboarding, and maintain ongoing communications.
• Ensure compliance with bank policies, FINRA requirements, Know Your Client, Bank Secrecy Act, and other regulatory obligations.

Requirements

• At least 5 years of investment-related experience.
• At least 3 years of investment sales experience with demonstrated success in an investment product sales role.
• FINRA Series 7 and 63 licenses, plus Series 65 or 66.
• State insurance license and completion of required continuing education.
• Strong understanding of financial planning, investment processes, portfolio analytics, and asset allocation models.
• Solid product knowledge and relationship management skills.

Nice to have

• BA, MBA, CFP, JD/LLM, CIMA, or Cannon Certified Wealth Strategist designation.
• CFP designation is highly preferred.

Culture & Benefits

• Commission-based compensation with no set salary range.
• Medical, dental, and vision coverage available from the first month after starting.
• 401(k) company matching contribution.
• Vacation, sick, and volunteer time.
• Tuition reimbursement, internal training, and career development resources.
• Specialized health and family planning benefits, colleague resource groups, and career mobility support.