Financial Advisor Trainee (Coast and Valley)

Location: Santa Barbara, California, United States; other listed locations include Los Angeles and Woodland Hills, California. Resident workstyle.

Salary: $70,304–$75,000 per year.

Company

hirify.global is a financial services firm providing investment advice, wealth management, and related financial products and services.

What you will do

• Complete the Advisory Mastery Program training, assignments, assessments, and mentorship activities to prepare for the Financial Advisor role.
• Build a client pipeline through prospecting, networking, community involvement, centers of influence, and niche development.
• Evaluate clients’ financial needs, investment opportunities, current holdings, available capital, objectives, time horizons, risk profiles, and preferences.
• Recommend suitable investment products, solutions, and services, using internal resources where appropriate.
• Develop a book of business consistent with program asset-under-management and production goals.
• Provide high-level client service, communicate portfolio losses, preserve client loyalty, and market both the advisor and hirify.global in the community.

Requirements

• Bachelor’s degree from a four-year college or university preferred; a high school diploma is listed as required education.
• At least 4 years of work experience, including sales or business experience demonstrating achievement, preferred; the listed experience range is 3–6 years.
• Knowledge of economic and accounting principles, financial markets, banking, and financial-data analysis and reporting.
• Knowledge of basic methods for presenting, promoting, and selling products or services.
• Strong communication and interpersonal skills for building client relationships.
• Clear and professional presentation skills, strong problem-solving abilities, and effective questioning and listening techniques.
• Ability to persist through obstacles and rejection, accept criticism, and remain calm in high-stress situations.
• Ability to provide client-focused wealth-management service and communicate portfolio losses while maintaining client loyalty.
• Securities Industry Essentials Exam (SIE) required unless an exemption or grandfathering applies, or it must be obtained within 4 months of program start.
• Series 7 and Series 66 required, or obtainable within 4 months of program start.
• Life, Health and Variable Annuity licensing required, or obtainable within 6 months of program start.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Work is guided by client-first, integrity, independence, and conservative long-term values.
• Expected behaviors include professional development, collaboration, pragmatic decision-making, accountability, delivery of results, and continuous improvement.
• People-first culture values associates’ uniqueness, experiences, and backgrounds.
• Travel is less than 25%.