Private Bank Wealth Strategist III

Location: Dallas, TX; office-based

Base compensation: $102,000–$208,000 per year, plus eligibility for applicable incentive compensation.

Company

hirify.global provides private banking and wealth management services for high-net-worth and complex clients.

What you will do

• Deliver private bank intellectual capital to high-net-worth and complex clients and internal advisors.
• Partner on new business acquisition and the retention and deepening of existing relationships.
• Develop and implement business succession, transactional advisory, estate, and financial plans.
• Assist with delivering planning strategies and ensure advice is applied consistently and effectively.
• Support advisor expertise across geographies through continuous training.

Requirements

• Bachelor’s degree.
• 10+ years of financial, private CPA, or JD practice planning experience.
• Comprehensive knowledge of estate planning, tax planning, and financial planning.
• Strong verbal and written communication, leadership, influence, relationship-building, and problem-solving skills.
• Ability to manage multiple priorities, meet tight deadlines, and work effectively across organizational levels.

Nice to have

• Juris Doctorate, CPA, and CFP credentials.
• Experience with PowerPoint, Excel, and financial planning software.

Culture & Benefits

• Office-based workplace with certain positions potentially eligible for flexible work arrangements as determined by the hiring team.
• Health insurance, wellness programs, life and disability insurance, and retirement savings plans.
• Paid leave programs, paid holidays, and paid time off.
• Incentive compensation eligibility may apply.