Financial Advisor (Wealth Management)

Location: Flower Mound, Texas; based in Dallas, Texas. In-office role within a bank branch.

Company

hirify.global Wealth Management provides financial planning, investment, insurance, banking, and client advisory services through a branch-based network.

What you will do

• Consult with clients on investment, insurance, savings, and retirement strategies.
• Develop, present, implement, and monitor personalized financial plans.
• Grow and retain an investment and insurance book of business through prospecting, networking, referrals, and relationship management.
• Manage the client experience, including sales, service, problem resolution, and internal referrals.
• Coach and educate branch staff and business partners to identify investment opportunities and improve referral activity.
• Review business results and pipeline activity while following applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor’s degree and 2+ years of relevant professional experience, or an equivalent combination of education, certifications, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Knowledge of financial analysis, financial modeling, client prospecting, relationship management, customer engagement, and sales.
• Strong communication, public speaking, coaching, interpersonal, prioritization, and customer retention skills.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• Collaborative branch environment with administrative support, financial planning expertise, training, and technology.
• Medical, prescription drug, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.