Regional Wealth Management Specialist (Finance)

Location: Hybrid position based in the Los Angeles, California office; employees must attend the office on a scheduled frequency. Limited travel within the assigned territory is expected.

Salary: $100,000–$110,000 total compensation range for New York and California-based candidates, plus potential cash incentive.

Company

hirify.global is a privately owned global asset manager focused on equities, fixed income, multi-asset strategies, ETFs, and private investments.

What you will do

• Partner with external wholesalers to generate sales and expand relationships with wire house and independent financial advisors.
• Use outbound calls, email, tailored content, market insights, and sales tools to support consultative client engagement.
• Provide portfolio consulting and recommend products and strategies using analytical tools.
• Use data and firm ranking systems to prioritize prospects, manage the territory, and track sales objectives.
• Maintain accurate CRM documentation and provide research and administrative support for a strong client experience.
• Attend client meetings, events, and industry conferences within the assigned territory as needed.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• Two to three years of financial industry experience and sales experience are preferred.
• Knowledge of the financial intermediary marketplace, with strong interpersonal, investment analysis, written, and verbal communication skills.
• Series 7 and Series 63 must be completed within three months of employment.
• Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook, and Salesforce CRM is preferred.
• Applicants must be authorized to work in the United States without current or future visa sponsorship.

Culture & Benefits

• Competitive compensation package with bonus plan.
• Generous paid time off and competitive benefits.
• 401(k) with a 5% company match and annual performance-based discretionary contribution.
• Tuition reimbursement, formal mentorship, and live and online learning programs.
• Training covering business strategy, consulting, leadership, investment communication, technical skills, and product knowledge.