Family Wealth Strategist

Location: Remote in Texas

Salary: $160,000–$240,000 per year

Company

hirify.global provides wealth management and family office services focused on clients' financial interests.

What you will do

• Coordinate integrated wealth management plans between families, lead advisors, internal teams, and external partners.
• Conduct discovery to identify long-term family objectives, values, principles, and planning needs.
• Design actionable roadmaps covering legal, tax, financial, insurance, investment, estate, and business planning strategies.
• Manage timely delivery of planning components and facilitate communication of complex techniques to family members.
• Structure partner involvement and engagement pricing in alignment with client objectives.
• Support advisor development for family meetings and client conversations.

Requirements

• Juris Doctor (JD) degree.
• CERTIFIED FINANCIAL PLANNER® designation.
• Series 6 or 7 and resident state insurance license, or progress toward licensing within six months.
• At least 12 years of experience in wealth management, financial planning, or a related field working directly with advisors and clients with $40M+ in assets.
• Expertise across multiple wealth management disciplines, including financial planning, insurance, investments, estate planning, business planning, and high-net-worth strategies.
• Strong strategic, organizational, communication, relationship-building, discretion, and project management skills, with advanced experience using financial planning software, Excel, PowerPoint, and CRM systems.

Nice to have

• Experience working with family offices.
• MBA, CFA, CPA, or another advanced degree or professional designation.

Culture & Benefits

• Full-time employment at a company centered on client interests.
• Salary transparency with geographic pay structures that may apply in eligible locations.
• Equal opportunity workplace supporting creative ideas, professional challenges, leadership, and personal development.