Private Wealth Advisor (Fintech)

Location: Dallas, Texas, United States

Company

hirify.global is a leading global investment banking, securities and investment management firm, founded in 1869 and headquartered in New York.

What you will do

• Leverage your unique background and experiences to build a business within hirify.global.
• Establish, nurture, and grow client relationships by acting as a trusted advisor.
• Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients.
• Provide exceptional client service while maintaining the highest ethical standard in execution.
• Curate a network of intermediaries to help best serve clients across complimentary services.
• Provide unique access and exclusive investment opportunity to clients by leveraging the hirify.global platform and network.

Requirements

• Record of academic and professional achievement.
• Four plus years of private wealth management, financial services, or related professional experience.
• Prior sales, fundraising, business development or investing experience preferred.
• Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm).
• Demonstrated strong connectivity within an established network.
• Exceptional client focus, business development, and relationship management skills.

Culture & Benefits

• Committed to fostering and advancing diversity and inclusion in the workplace.
• Training and development opportunities and firmwide networks.
• Benefits, wellness and personal finance offerings and mindfulness programs.