Associate Portfolio Advisor (Wealth Management)

Location: Los Angeles, CA; applicants must be authorized to work in the United States without employment-based visa sponsorship

Salary: $114,540–$194,580 USD base pay annually

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage investment activities for fee-generating personal trust and individual portfolio accounts.
• Assist with developing investment recommendations aligned with individual client objectives.
• Work with Investment Advisors and client service teams to understand strategies, revise goals, and execute portfolio opportunities.
• Coordinate client requirements and portfolio activity with clients, co-trustees, consultants, legal partners, and attorneys.
• Use portfolio management and wealth management tools, including CRA, Wealthbench, GPS, and WM Alternatives.
• Follow investment guidelines, peer review feedback, reporting requirements, and sound risk management practices while supporting initiatives and mentoring Investment Associates.

Requirements

• 2–4 years of investment experience in the investment services industry.
• Knowledge of investment and portfolio management theory, accounting, financial principles, investment instruments, and market characteristics.
• Strong analytical and interpretive skills for evaluating client needs and investment strategies.
• Ability to act as a resource for less-experienced colleagues and lead small projects with manageable risks.
• Must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal mobility and access to senior leaders.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with community philanthropy and reasonable accommodation support.