Senior Investment Adviser Associate-Client Service

Location: Los Angeles office with a 3/2 hybrid schedule. U.S. citizenship or lawful permanent residency is required. Work visa sponsorship and OPT/CPT support are not available.

Starting base salary: $72,000–$95,000 per year, plus applicable bonuses and incentives.

Company

hirify.global is a Los Angeles-headquartered wealth and asset management firm serving high-net-worth individuals, organizations, corporations, endowments, and foundations.

What you will do

• Act as the primary administrative and service contact for high-net-worth clients and their professional advisors.
• Open new client accounts and manage onboarding through completion.
• Provide daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting.
• Execute and monitor advisor-directed asset allocation changes.
• Coordinate advisor-client meetings and prepare portfolio review materials.
• Maintain client records in CRM systems and portfolio databases while supporting process improvements and firmwide projects.

Requirements

• Bachelor’s degree.
• At least five years of client service experience supporting high-net-worth individuals in investment management, private banking, or broker-dealer environments.
• Strong understanding of equity, fixed income, and alternative investments.
• Knowledge of account registration requirements and related documentation.
• Experience with custodians such as Charles Schwab and/or Fidelity Investments.
• U.S. citizenship or lawful permanent residency required; visa sponsorship and OPT/CPT support are unavailable.

Nice to have

• Series 7 license.

Culture & Benefits

• Collaborative, respectful culture focused on accessibility, open communication, and high service standards.
• Medical, dental, vision, life, and disability insurance.
• Health Savings Account with company match and Flexible Spending Accounts, including dependent care.
• Tuition reimbursement, wellness program, employee assistance program, adoption assistance, and paid family care time.
• Paid volunteer days, onsite gym, paid parking, and stocked kitchen with lunch provided.