Regional Portfolio Advisor (Wealth Management)

Location: Los Angeles, CA, United States

Salary: $189,290–$331,200 USD annually

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services for high-net-worth individuals, families, corporations, and institutions.

What you will do

• Advise and coordinate investment activities for complex high-net-worth client and family portfolios.
• Manage accounts requiring complex decision-making, special handling, or coordination with outside attorneys and consultants.
• Develop, recommend, and direct investment programs and specialized managed-account portfolios aligned with client objectives.
• Provide advice across the full investment universe, including alternative asset classes and assets outside hirify.global's investment discretion.
• Coordinate with trust advisors, wealth advisors, relationship managers, clients, co-trustees, consultants, attorneys, Wealth Strategists, and senior management.
• Represent hirify.global at advisor and client forums and participate in investment services committees.

Requirements

• Minimum 15 years of investment and client relationship experience with a consistent record of meeting objectives.
• Advanced degree and an industry qualification such as CFA, CIMA, or CAIA.
• Strong knowledge of investment and portfolio management theory, accounting, financial principles, investment strategies, instruments, and marketplaces.
• Knowledge of investment terminology, trust investment and taxation laws and regulations, and applicable investment policies and procedures.
• Strong analytical, sales, decision-making, negotiation, and client communication skills.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for internal career movement and professional development.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Discretionary bonus program that may include an equity component.