Financial Wellness Coach - Analyst (Finance)

TL;DR

Financial Wellness Coach - Analyst (Finance): Providing proactive financial counseling and implementation for high net worth individuals with an accent on retirement, investing, budgeting, and tax preparation. Focus on building long-term client relationships and mastering complex financial planning disciplines.

Location: Irving, Texas, United States (Onsite)

Company

hirify.global is a leading global investment banking, securities and investment management firm.

What you will do

• Complete required FINRA licensing (SIE, Series 7, and Series 66) within defined time frames.
• Develop holistic, personalized financial plans to help clients achieve goals and overcome financial challenges.
• Provide one-on-one personal financial planning via phone appointments and inbound calls.
• Act as a subject matter expert in company benefits, including 401(k), pensions, and equity awards.
• Prepare and deliver financial reports on asset allocation, risk management, and federal income tax.
• Identify and discuss suitable internal products and services for client implementation.

Requirements

• Bachelor’s degree required.
• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain them as a condition of employment).
• Strong passion for personal financial planning and excellent client service.
• Excellent verbal and written communication skills to explain complex financial concepts.
• Ability to handle highly confidential and sensitive information with integrity.
• Ability to multi-task in a fast-paced work environment.

Nice to have

• Minimum of a 3.5 GPA.
• CFP® certification or Life, Accident, and Health license.
• Customer service experience.
• Experience with Salesforce CRM and eMoney financial planning software.

Culture & Benefits

• Access to a robust initial training program with a dedicated training team.
• Professional support through licensing requirements.
• Commitment to diversity, inclusion, and continuous professional growth.
• Competitive best-in-class benefits and wellness offerings for US employees.