Senior Wealth Advisor

Location: Irvine, California, United States; onsite

Company

hirify.global provides relationship banking and wealth management services as part of the Raymond James Financial Institutions Division.

What you will do

• Build, maintain, and grow a client-focused book of business.
• Provide individualized financial planning and investment strategies aligned with client goals.
• Develop new business, manage pipelines, and achieve assigned production goals.
• Maintain relationships with branch personnel through meetings, training, questions, and ongoing support.
• Lead and share best practices in client segmentation, engagement processes, team dynamics, and relationship management.
• Maintain compliance with bank and broker/dealer regulations, policies, procedures, and required training.

Requirements

• 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor representative, or wealth manager.
• Bachelor’s degree preferred and/or applicable credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF required.
• Strong marketing, business development, product knowledge, and problem-solving skills.
• Ability to build rapport by phone, webinar, and in person.
• Excellent verbal and written communication skills.
• Occasional travel is required.

Culture & Benefits

• Collaborative relationship-banking culture focused on trust, ownership, growth, empathy, teamwork, and client relationships.
• Access to shared financial services assistance, with potential for dedicated assistance as production grows.
• Integrated financial planning support and insurance expertise for long-term care and insurance solutions.
• Compensation consists of a salaried draw against commission, with potential performance-based incentive compensation.
• Eligible associates receive medical, dental, vision, 401(k) matching, insurance, tuition assistance, paid vacation, sick days, volunteer days, and holidays.