Banking Advisor (Wealth Management)

Location: Los Angeles, California, United States

Salary: $131,675–$223,905 USD annually, plus potential discretionary bonus and equity component.

Company

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

What you will do

• Develop new client relationships and expand existing relationships through prospecting, cold calling, and self-sourced business development.
• Manage complex wealth management banking, credit, and treasury management relationships.
• Structure and negotiate complex loan and lease agreements, including pricing, interest rates, swaps, and financing documentation.
• Identify cross-selling opportunities in investment, fiduciary, and financial consulting services.
• Advise clients on goals-driven wealth management and cultivate networks of centers of influence.
• Work cross-functionally with committees and management to execute strategic business initiatives and solve complex problems.

Requirements

• At least 3 years of experience in financial analysis, client servicing, commercial lending, or leasing.
• Advanced knowledge of banking, competition, and financing, with knowledge of investments, trust, and financial consulting concepts.
• Strong negotiation, leadership, sales, oral communication, and written communication skills.
• Ability to apply credit policy, banking products, and risk management principles to client relationships.
• Ability to act as a resource for less experienced colleagues and potentially lead small projects.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership.
• Opportunities for internal mobility and professional development.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.