Specialist, Goals Driven Wealth Management

Location: Los Angeles, CA, United States; other locations include San Francisco, San Diego, and Phoenix. Onsite role.

Salary: $131,675–$223,905 USD annually, plus a discretionary bonus program that may include equity.

Company

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

What you will do

• Coach advisors individually and in teams on communication, client acquisition, retention, and continuous growth.
• Support adoption and execution of Goals Driven Wealth Management and the GPS platform, including the Pacing Model.
• Help advisors apply prospecting, consultative selling, and revenue-generating techniques.
• Lead workshops on client relationship management, goal-setting, and business development.
• Monitor development plans, provide actionable feedback, and track advisor KPI improvements.
• Create training materials, playbooks, best-practice guides, and stakeholder feedback processes.

Requirements

• Bachelor’s degree in Finance, Business, Marketing, or a related field.
• 5+ years of experience in wealth management, financial advisory, or sales coaching.
• Ability to influence teams and drive behavioral change.
• Strong communication, presentation, and interpersonal skills.
• Experience in financial-services training or coaching is preferred.
• 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 opportunities for internal movement and access to senior leaders.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and well-being benefits.
• Inclusive workplace with community and philanthropic engagement.
• Reasonable accommodations are available throughout the employment process.