Registered Client Service Associate

Location: San Diego, California; office-based five days per week.

Salary: $32.21–$44.27 per hour, plus potential bonus, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Support financial advisors with financial plans, investment research, portfolio materials, trades, and client transactions.
• Coordinate client meetings, including scheduling, confirmations, agendas, meeting summaries, data entry, client escorting, and follow-up.
• Prepare and submit new business paperwork, collect signatures, send documentation to the home office, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement administration.
• Handle administrative work such as phone support, expense reports, client correspondence, file setup, closing support, and business alerts.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience.
• Series 7, or ability to obtain it within 150 days.
• State securities agent registration (S63 or S66), or ability to obtain it within 150 days.
• State IAR registration (S65 or S66), or ability to obtain it within 150 days.
• Life, Accident, and Health licenses and Variable Contracts, or ability to obtain them within 150 days.
• Experience in a client service environment, with strong attention to detail, math, analytical, organizational, and time-management skills.
• Ability to manage multiple priorities, work independently with minimal supervision, communicate across organizational levels, follow processes, collaborate with a team, and use computer and software tools effectively.

Culture & Benefits

• Client-centric, relationship-based environment emphasizing in-person collaboration and face-to-face communication.
• Full-time, non-exempt employment with office attendance five days per week.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Equal opportunity employer with an accessible recruitment process and reasonable accommodation support.