Associate Advisor (Wealth Management)

Location: Valencia, California, United States. On-site workstyle, 8:30 a.m.–5:00 p.m.; no travel required.

Salary: $100,000–$150,000 annually based on experience, plus a discretionary bonus.

Company

hirify.global is a financial services firm focused on long-term investment guidance, client-first service, and wealth management.

What you will do

• Manage assigned client relationships and serve as the primary contact for client needs.
• Schedule, attend, and facilitate meetings covering portfolios, performance, financial goals, and changing life circumstances.
• Coordinate client referrals, onboarding, and integration into the firm.
• Provide updates on financial markets, portfolio performance, and changes affecting client plans.
• Handle personalized client requests and communications while ensuring timely, professional service.
• Maintain compliant client documentation and manage administrative details related to meetings.

Requirements

• 3+ years of experience in the financial services industry.
• Knowledge of investment concepts, financial markets, products, regulations, trading terminology, managed account platforms, and financial planning software.
• Experience with CRM software, Microsoft Office Suite, and Excel.
• Ability to analyze account information, research issues, and develop solutions in a fast-paced environment.
• Strong communication and interpersonal skills, with the ability to work independently and collaboratively.
• SIE, Series 7, and Series 63, 65, or 66 licenses as required by the state.

Culture & Benefits

• Medical benefits, retirement plan with match, and paid time off may be available through the hiring branch.
• Client-first, integrity, independence, and long-term decision-making guide the work environment.
• Professional growth, collaboration, accountability, and continuous improvement are emphasized.
• The position is associated with an independent hirify.global branch; employment and benefits are provided by the branch rather than hirify.global.