Senior Associate, Global Client Group (Independent Advisor Group)

TL;DR

Senior Associate, Global Client Group (Independent Advisor Group) (Financial Services): Supporting fee-only financial advisors (RIAs) across the west coast by developing business relationships and delivering investment education with an accent on articulating complex investment principles, capital market research, and portfolio solution construction. Focus on building advisor practice relationships, producing complex client-driven requests with a team, and presenting educational materials that help advisors serve clients effectively.

Location: Santa Monica

Salary: $95,000 - $140,000

Company

hirify.global’ Global Client Group (GCG) supports and grows relationships with financial advisors through its Independent Advisor Group (IAG).

What you will do

• Articulate complex investment principles and capital market research to financial advisors.
• Educate financial advisors on how and why portfolio solutions are constructed and how they work.
• Support practice management discussions with advisor clients.
• Travel with Regional Directors to develop business and personal relationships with key advisor clients.
• Develop and deliver complex, educational investment presentations for financial advisors.
• Coordinate and facilitate production of complex, client-driven requests among a team of Associates.

Requirements

• Bachelor’s degree required.
• 5+ years of experience in the Financial Services/Investment industry.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Strong computer skills (Excel and Access) with ability to learn new programs as needed.
• Required licenses: SIE, Series 7, and Series 63/66; must be obtained within the first 12 weeks of hire (no immigration sponsorship).

Culture & Benefits

• Comprehensive benefits and educational initiatives.
• Hybrid work arrangement.
• Discretionary bonus eligibility.
• Equal opportunity employer.

Hiring process

• Review of credentials, industry experience, education, and training/certifications.
• Employment conditional on obtaining required securities licenses within the first 12 weeks of hire.