Associate Wealth Advisor (Financial Planning)

Location: Onsite in Los Angeles, California, United States

Salary: USD $46.15–$63.46 per hour

Company

hirify.global provides wealth management and investment advisory services, including a fee-based, non-discretionary wealth advisory solution.

What you will do

• Support 2–4 Wealth Advisors with servicing, deepening, and retaining virtual client relationships.
• Provide customized financial planning support and address foundational portfolio needs.
• Communicate urgency, risk, impact, status, expectations, and next steps to clients and Wealth Advisors.
• Anticipate client and advisor needs, identify next steps, and take ownership of service delivery.
• Apply knowledge of core investment products, markets, regulatory requirements, and client-facing fundamentals.

Requirements

• Active and valid FINRA Series 7 license.
• Active and valid FINRA Series 66 license, or ability to obtain it within 120 days of employment.
• Ability to prioritize effectively, adapt to changing client needs, and communicate clearly in a virtual advisory environment.
• Proactive approach, ownership, coachability, and willingness to apply feedback.

Nice to have

• Experience servicing client relationships in financial services.
• Bachelor’s degree or equivalent professional experience.

Culture & Benefits

• In-office collaboration and onsite work for this role.
• Mentorship, coaching, and development through the Wealth Management Institute.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Health, dental, and vision insurance, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.