Advisor (Wealth Management)

Location: Los Angeles area, CA / Newport Beach, CA; on-site and in-office, full-time position.

Salary: $85,000–$130,000 per year, plus eligible discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an opportunity to convert to Partner status at vest.

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through team-based wealth management services.

What you will do

• Manage the day-to-day responsibilities, priorities, and workload of client service teams while supporting client acquisition, implementation, and retention.
• Serve as a primary contact for client communications, coordinate with the Lead Advisor, attend and drive client meetings, and own post-meeting actions.
• Review client portfolios and develop recommendations across investment management, estate planning, tax planning, risk management, and general planning.
• Prepare and finalize client deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Perform spreadsheet analysis for tax-loss harvesting, stock option and restricted stock wealth transfer strategies, and risk transfer or management; maintain related records in portfolio management software.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other implementation activities while training and mentoring team members on complex planning and service delivery.

Requirements

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.
• Baseline proficiency in Microsoft Office Suite, including Word, Excel, and Windows, required.
• Ability to organize and manage multiple client relationships with competing priorities and coordinate team resources effectively.
• Excellent written and verbal communication, interpersonal, teamwork, analytical, and problem-solving skills.
• Ability to proactively manage workload, communications, workflows, and task ownership with strong attention to detail, integrity, maturity, flexibility, and commitment to high standards.
• Ability to work full-time in an office-based, exempt position.

Culture & Benefits

• Work-from-office culture with flexibility, a collaborative team environment, and a focus on continuous growth, equity, respect, inclusion, and community impact.
• Fully paid medical, dental, and vision coverage; 401(k) with a 100% match up to 3% of annual compensation; equity ownership opportunities; and employee financial planning discounts.
• At least three weeks of PTO from Day 1, winter break, summer Friday flex-days, ten paid holidays, unlimited volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and dues; personal career development plans; coaching; professional and personal wellbeing stipends.
• Paid parental leave, adoption benefits, team-building and social events, employee-led groups, and a three-month paid sabbatical after ten years.