Associate Wealth Advisor (Financial Services)

Location: Brea, California, United States; resident workstyle

Salary: $80,000–$110,000 per year

Company

hirify.global provides financial services through an independent wealth management branch focused on long-term client relationships and financial empowerment.

What you will do

• Manage and deepen long-standing client relationships through personalized communication and support.
• Enter trades, orders, and rebalances requested by clients or advisors.
• Schedule, attend, and facilitate client meetings.
• Prepare financial reports, spreadsheets, and meeting materials.
• Maintain client records and files in CRM software and manage referrals.
• Support marketing activities, seminars, training, and professional development.

Requirements

• Bachelor’s degree.
• At least one year of experience in client relationship management within the financial services industry.
• Series 7 and 66 licenses, or equivalent.
• Knowledge of investment concepts, financial markets, securities industry regulations, trading terminology, managed account platforms, and financial planning software.
• Experience with CRM software and Microsoft Office Suite, including Excel.
• Ability to analyze account information, solve problems, communicate effectively, and work independently and collaboratively.

Culture & Benefits

• Collaborative, positive, and client-focused work environment.
• Medical coverage, retirement and profit sharing, annual discretionary bonus, and paid time off are offered by the branch.
• Travel is not required; the posting also references travel of less than 25%.
• Independent contractor status applies to the branch and its associates; employment and benefits are provided by the branch rather than hirify.global.
• Work culture emphasizes collaboration, accountability, client-first decisions, professional growth, and continuous improvement.