Analyst (Finance)

Location: Newport Beach, California, United States; on-site and in-office

Salary: $72,000 per year

Company

hirify.global provides financial planning, investment, wealth management, and client advisory services.

What you will do

• Prepare financial planning, investment, and wealth management analyses and client deliverables.
• Support portfolio reviews, investment research, and analysis of tax planning, equity compensation, retirement planning, and wealth transfer strategies.
• Prepare client meeting agendas, recommendations, deliverables, and action-item documentation in Salesforce.
• Coordinate client service priorities, tax implementation activities, account servicing, and operational requests.
• Execute time-sensitive requests such as trades, wire transfers, and journals with accurate approvals and documentation.
• Maintain accurate client and portfolio information across Salesforce and other firm systems.

Requirements

• Bachelor’s degree required, preferably in financial planning, finance, accounting, business, or economics.
• Academic success and internship or work experience are preferred.
• Series 65 or equivalent, or the ability to obtain it within 120 days of hire.
• Strong interest in pursuing the Certified Financial Planner credential.
• Baseline proficiency in Microsoft Word, Excel, and Windows.
• Professionalism, integrity, analytical thinking, attention to detail, clear communication, and reliable follow-through.

Culture & Benefits

• Structured Analyst Training Program lasting approximately 6–12 months, with classroom learning, job shadowing, coaching, mentorship, and progressively challenging assignments.
• Fully paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
• Minimum three weeks of PTO from the first day, winter break, summer Friday flex-days, and 10 paid holidays.
• Reimbursement for required training, certifications, licensing, and professional dues, along with personal career development plans and wellbeing support.
• Paid parental leave, adoption benefits, subsidized transit, volunteer time off, and employee community programs.
• Visa sponsorship is not available; applicants who require or may require employment visa sponsorship cannot be hired.