Advisor - Houston

Location: Houston, United States

Annual base pay: $90,000–$160,000 USD

Company

hirify.global is a global financial services organization developing a technology-driven, customer-centric business.

What you will do

• Provide investment expertise and ideas through equity and fixed-income market coverage, due diligence, and fundamental and technical analysis.
• Participate in asset allocation, product, and investment strategy working groups and contribute to investment committees.
• Assess client investment profiles and objectives, develop investment plans with bankers, and recommend suitable products.
• Advise clients on strategic asset allocation and tactical investment solutions, then execute solutions in client accounts.
• Support advisory account retention, client service quality, sales initiatives, and growth of assets under management.
• Contribute to risk evaluation, efficiency improvements, margin management, and disciplined use of business technology tools.

Requirements

• Senior experience in a specific financial services discipline; 5–7 years of relevant experience or equivalent proficiency.
• Understanding of asset allocation and portfolio construction for ultra-high-net-worth clients.
• Expertise in financial mathematics and technical applications, with the ability to explain complex ideas clearly.
• Strong communication, interpersonal, analytical, teamwork, initiative, and software skills.
• Bachelor’s degree required; a master’s degree or equivalent experience is preferred.
• CFA certification required; English and Spanish required.

Culture & Benefits

• Full-time position with a competitive annual base-pay range.
• Benefits designed to support employees, families, and well-being.
• Strong risk culture with proactive responsibility for risk management.
• Inclusive and accessible application process with reasonable accommodation support.