Manager, Virtual Advice

Location: Hybrid; onsite at the Dallas office at least 2–3 days per week

Salary: $94,389–$127,703 per year

Company

hirify.global helps clients make informed financial decisions and pursue balanced, purpose-driven lives through financial advice, investment, and insurance services.

What you will do

• Lead a local team of virtual advisors serving clients across all 50 states.
• Provide daily and weekly coaching on consultative sales, financial advice, client service, and effective recommendations.
• Manage business planning, performance expectations, staffing, hiring, onboarding, and training.
• Support advisors through case work and occasional client calls while modeling effective leadership.
• Implement advice strategies, client service models, practice management standards, and process improvements.
• Partner with leadership, training, human resources, compliance, legal, supervision, and other departments to improve sales performance and client satisfaction.

Requirements

• Bachelor’s degree in business, management, or a related field, or equivalent experience.
• Prior financial advisor experience and multiple years leading a team of eight or more.
• Eligibility for securities and insurance licensing in all U.S. states and Washington, D.C.
• Experience with financial planning, investment and insurance products, and consultative sales models.
• Ability to lead change, collaborate across teams, and manage employee performance in a fast-paced environment.
• Experience working in a virtual or hybrid environment with strong communication, organization, and client-focused skills.

Nice to have

• FINRA Series 7 and 63/65 or 66 licenses, plus Life/Health Insurance licenses.
• CFP®, ChFC, or CLU designation.
• Salesforce experience and familiarity with Money Guide Pro or similar planning tools.

Culture & Benefits

• Mission-driven, team-oriented culture focused on client service and employee development.
• Career pathing, leadership development, and continuous improvement opportunities.
• Medical, dental, and vision insurance, plus health and flexible spending accounts.
• 401(k), pension, life, disability, and supplemental protection insurance.
• Paid time off, sick and safe time, company holidays, volunteer time off, and paid parental leave.