Private Wealth Management Wealth Advisor

Location: Greenway Plaza, Houston, Texas, United States

Salary: $148,786.18–$230,214.00 USD per year, plus performance-based incentive eligibility.

Company

hirify.global provides banking, wealth management, financial planning, trust, investment, insurance, credit, and related financial services.

What you will do

• Develop and maintain portfolios of affluent and high-net-worth client relationships using consultative financial advisory approaches.
• Collaborate with internal partners to deliver financial planning, asset management, personal trust, estate planning, insurance, credit, mortgage, and banking services.
• Acquire complex new client relationships and expand services for existing clients to support revenue, profitability, and retention goals.
• Assess client financial situations, provide expert guidance, and manage pre-call and post-call activities.
• Maintain book-of-business records, call reporting, KYC processes, risk controls, and compliance requirements.
• Support less-experienced associates and potentially supervise other associates.

Requirements

• Bachelor’s degree in business, finance, economics, accounting, or a related field.
• 12 years of experience in commercial banking, consumer banking, trust investment, wealth management, or a related financial services field.
• Expert relationship management, business development, presentation, sales, negotiation, problem-solving, and interpersonal skills.
• Excellent verbal and written communication skills with a proactive approach to client needs and follow-through.
• Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) is required.
• Ability to work at the Houston, Texas location.

Culture & Benefits

• Full-time, exempt position with no overtime eligibility.
• Performance-based incentive plan and potential participation in the Long Term Incentive Plan.
• Paid vacation and sick time.
• 401(k) with company match, medical, dental, vision, disability, life insurance, HSA, and FSA benefits.
• Parental leave, Employee Assistance Program, and Associate Volunteer Program.