Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA

hirify.globalss="location">Location: Century City, CA or Pasadena, CA office

hirify.globalss="salary">Salary: $112,300–$221,000 annually in California, plus eligibility for discretionary bonuses.

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 employees and 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Manage client relationships and deliver a planning-led Total Wealth Advisory experience.
• Gather client data, oversee financial planning work, and delegate tasks appropriately.
• Deliver financial plans and recommendations covering tax, investments, insurance, estate, and retirement planning.
• Manage existing clients and new referral relationships.
• Lead client strategy for complex transitions, multigenerational needs, and high-net-worth households.
• Use firm systems and Microsoft Office applications to support client service and planning activities.

hirify.globalss="requirements">Requirements

• At least eight years of progressively responsible financial services experience.
• Bachelor’s degree in Accounting, Finance, or a related field.
• FINRA Series 65 or 66 required.
• CFP certification or equivalent required; relevant experience may be accepted in lieu of certification.
• Working knowledge of financial services systems and proficiency with Word, Excel, PowerPoint, Outlook, and Adobe.

hirify.globalss="nice-to-have">Nice to have

• Existing transferable book of business.

hirify.globalss="culture-benefits">Culture & Benefits

• Planning and tax integration support a comprehensive client advisory model.
• Organic business development access through individual tax clients and privately held businesses.
• Compensation emphasizes collaboration and career growth.
• Benefits include health, dental, vision, 401(k), and wellness support across physical, financial, social, and emotional well-being.