Private Wealth Advisor (Private Client - Personal Strategy) (Fintech)

Location: Remote, must reside within the Dallas, Texas territory and be available to meet clients in the Dallas area; reliable wired high-speed internet and a suitable home workspace are required.

Base salary: $87,400–$123,400 per year, with potential sales incentives or bonus participation.

Company

hirify.global provides financial services focused on helping clients achieve financial freedom through advice, people, and technology.

What you will do

• Deliver personalized client service across onboarding, financial planning, investor education, and proactive or reactive engagements.
• Manage outreach campaigns and financial planning milestones while building long-term client relationships.
• Gather financial planning information, identify planning opportunities, and present tailored planning deliverables.
• Recommend, implement, and review investment strategies aligned with client risk tolerance and financial objectives.
• Coordinate with advisory, portfolio management, and other stakeholder teams on relationship clearance, customization, client requests, and monthly audits.

Requirements

• Bachelor’s degree in business or a related discipline, or equivalent experience.
• 5+ years of related experience in financial services and client experience.
• FINRA Series 65 and fingerprinting are required.
• Knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Strong verbal, written, interpersonal, organizational, presentation, and communication skills; detail orientation and the ability to manage multiple time-sensitive tasks.
• Ability to conduct composed, professional client consultations, establish trust, and build long-term relationships.
• Ability to manage multiple client needs, meet multi-product goals, and analyze and present investment portfolios.
• Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary recordkeeping systems.
• Must be authorized to work for any employer in the United States.

Nice to have

• Prior experience as a high-performing Advisor and Planner in the Personal Strategy solution.
• CFP certification.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and emphasis on purpose, well-being, inclusion, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability programs, and FMLA.
• Reliable home connectivity and a suitable workspace are required for remote work; office attendance may be required if these conditions are not met.

Hiring process

• Apply through the hirify.global job posting; employment visa sponsorship, including CPT/OPT sponsorship or takeover, is unavailable.