Financial Planner, Analyst (Financial Services)

Location: Newport Beach, CA, United States; office-based role.

Salary: $65,000–$105,000 base annually, with potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm; GS Ayco provides tailored financial planning programs for Fortune 1000 companies and their employees.

What you will do

• Provide personalized financial planning, investment strategy, and tax services through individual and corporate client consultations.
• Prepare financial reports and analyses covering cash flow, income tax projections, investment allocation, performance evaluation, and estate planning.
• Build client relationships through telephone and face-to-face interactions with clients and external advisors.
• Prepare accurate and timely client income tax returns.
• Contribute to and lead financial planning projects and in-depth analyses.
• Learn brokerage account operations, including account opening, funding, and transaction processing, and participate in client meetings.

Requirements

• Bachelor’s degree required.
• FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 are preferred and required within four months of hire.
• Working knowledge of Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Strong organizational and multitasking skills in a fast-paced environment.
• Superior written and verbal communication skills, including the ability to explain complex financial concepts clearly.
• Commitment to confidentiality and discretion.
• Client-focused, positive approach to problem-solving and service.
• Experience with cross-training, task-sharing, and collaborative teamwork.
• Innovative mindset, proactive time management, and strong follow-through.

Culture & Benefits

• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, personal finance, and mindfulness offerings.
• Benefits are generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.