Associate Financial Advisor

Location: Los Angeles, California, United States

Salary: $85,330–$145,130 USD per year, plus a potential discretionary bonus.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Support a Senior Financial Advisor in managing client relationships, conducting financial analysis, and preparing client meeting materials.
• Consult with clients to identify goals, objectives, risk tolerance, and income needs.
• Develop investment recommendations and strategies in collaboration with the Senior Financial Advisor and internal asset management partners.
• Contribute to client meetings, respond to client requests, and provide day-to-day account servicing.
• Maintain client information and records in the CRM system in accordance with firm, industry, and regulatory policies.
• Progress toward managing client relationships, building a book of business, and contributing to practice revenue.

Requirements

• 1–3 years of securities industry and sales experience.
• Broad knowledge of securities products; options expertise is preferred.
• Required FINRA licenses: Securities Industry Essentials (SIE), Series 7, and Series 66 or Series 63/65.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Strong written and oral communication skills, self-motivation, goal orientation, and ability to manage multiple tasks collaboratively.
• Must be authorized to work in the United States without employment-based visa sponsorship. Visa sponsorship is not available for this opportunity.

Nice to have

• Experience in a client-facing service role within brokerage, investment advisory, or financial services.
• Options expertise.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance options.
• Paid time off, parental and caregiver leave, and well-being benefits.
• Opportunities for internal mobility, mentorship, career growth, and community philanthropy.