Associate, Global Client Group (Independent Advisor Group) (Finance)

TL;DR

Associate, Global Client Group (Finance): Supporting Regional Directors in managing relationships with large RIA clients across the west coast with an accent on complex portfolio analysis and client education. Focus on constructing detailed portfolio reports, delivering investment webinars, and solving ad hoc investment queries for financial advisors.

Location: Hybrid in Santa Monica

Salary: $81,000 - $118,000

Company

hirify.global is a global investment firm dedicated to transforming the way the world invests through evidence-based solutions.

What you will do

• Develop and construct complex portfolio analyses for current Advisor clients and prospects.
• Identify and communicate key findings of portfolio analyses to clients.
• Deliver educational investment-related webinars to Advisor clients.
• Provide solutions to ad hoc investment questions via the Financial Advisor hotline.
• Assist in the development of investment-related marketing materials and charts.
• Apply capital market research to portfolio management and Advisor business practices.

Requirements

• Bachelor's degree with a strong academic record.
• 2-4 years of experience in the Financial Services Industry.
• SIE, Series 7, and Series 63/66 licenses required (must be obtained within 12 weeks of hire).
• Strong analytical and quantitative problem-solving skills.
• Proficiency in Excel and Access.
• Must be based in or able to work in Santa Monica (Hybrid).

Nice to have

• Intention to pursue professional certifications such as MBA, CFA, or CFP.

Culture & Benefits

• Comprehensive benefits programs for employees and their families.
• Dedicated educational initiatives for professional growth.
• Hybrid work environment.
• Inclusive culture with equal opportunity employment policies.