Advisor (Wealth Management) - Newport Beach

Location: Newport Beach, CA / Los Angeles area, CA. Work is on-site and in-office.

Salary: $85,000–$130,000 per year, plus discretionary year-end profit sharing and restricted equity units.

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through comprehensive wealth management.

What you will do

• Manage day-to-day priorities and workloads for client service teams and serve as a primary contact for client communications.
• Review client portfolios and develop recommendations covering investment management and broader financial planning needs.
• Prepare and present client deliverables, including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Analyze advanced planning topics such as tax-loss harvesting, stock options, restricted stock, wealth transfer, and risk management.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other implementation activities.
• Coordinate with Tax, Investments, Estate Planning, Analysts, and Associate Advisors while mentoring team members on complex planning and service delivery.

Requirements

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.
• Baseline proficiency with Microsoft Office, including Word and Excel, required.
• Strong analytical, organizational, communication, interpersonal, and problem-solving skills.
• Must work full-time in the office in Newport Beach or the Los Angeles area, California.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from Day 1, winter break, summer Friday flex-days, and 10 paid holidays.
• Paid parental leave, adoption benefits, volunteer time off, and company grant matching.
• Reimbursement for required training, certifications, licensing, and professional dues.
• Career development plans, coaching, wellbeing programs, team-building events, and employee-led communities.