Analyst (Newport Beach - August 2027 Start)

Location: Newport Beach, California, United States. On-site, in-office role beginning August 9, 2027.

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, wealth management, portfolio review, and research analyses and client deliverables.
• Analyze tax planning, equity compensation, retirement planning, and wealth transfer topics while maintaining accurate client and portfolio records.
• Prepare client meeting agendas, analyze client data, support recommendations, document action items in Salesforce, and coordinate tax implementation for personal and trust accounts.
• Support advisory teams with operational and client service work, including trades, wire transfers, journals, account servicing, and client inquiries.
• Coordinate priorities and follow-through across advisory, Tax, Investments, Estate Planning, custodial, and internal partner teams.
• Participate in structured training, coaching, mentorship, job shadowing, and progressively challenging client-related assignments through the Analyst Training Program.

Requirements

• Bachelor’s degree required, preferably in Financial Planning, Finance, Accounting, Business, or Economics.
• Baseline proficiency in Microsoft Office Suite, including Word, Excel, and Windows, required.
• Series 65 or equivalent, or ability to obtain it within 120 days of hire.
• Strong interest in pursuing the Certified Financial Planner credential in the future.
• Professionalism, integrity, accountability, sound judgment, clear communication, and the ability to build trust with clients, teammates, and business partners.
• Ownership, follow-through, proactive problem-solving, analytical thinking, curiosity, attention to detail, and the ability to manage multiple priorities accurately.
• Openness to feedback, commitment to continuous learning, and motivation to contribute positively to team culture and client experience.
• Ability to complete required onboarding, training, licensing milestones, and Analyst Training Program graduation requirements.
• Applicants who require or may require employment visa sponsorship are not eligible; visa sponsorship is unavailable.

Nice to have

• Academic success and internships or other work-related experience.
• Preference for a degree in Financial Planning, Finance, Accounting, Business, or Economics.

Culture & Benefits

• In-office work culture with flexibility, minimum three weeks of paid time off from Day 1, winter break, summer Friday flex-days, and 10 paid holidays.
• Fully paid medical, dental, and vision coverage; 401(k) with 100% match up to 3% of annual compensation; and equity ownership opportunities.
• Reimbursement for required training, certifications, licensing, and dues, plus career development plans, coaching, and wellbeing benefits.
• Paid parental leave, adoption benefits, volunteer time off, subsidized transit, cell phone data reimbursement, and financial planning service discounts.
• Team-building and social events, employee-led book clubs, committees, and affinity groups.
• The Analyst Training Program lasts approximately 6–12 months and includes formal training, coaching, mentorship, and practical application.

Hiring process

• Complete onboarding, training, licensing milestones, and preparation for the Series 65 examination.
• Progress through guided practice, job shadowing, competency assessments, and increasingly independent client-related assignments.
• Program graduation depends on licensing completion, demonstrated proficiency, work quality and consistency, and readiness for independent assignments.