Advisor - Dallas

Location: Dallas, TX; on-site, in-office work required

Company

hirify.global is a purpose-driven registered investment adviser providing wealth management and financial planning services, with over $30 billion in assets under advisement and more than 300 teammates nationwide.

What you will do

• Manage day-to-day priorities, workload, and client communications for client service teams.
• Review client portfolios and develop investment and financial planning recommendations with the Lead Advisor.
• Prepare and finalize Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis deliverables.
• Analyze advanced planning topics including tax-loss harvesting, equity compensation, wealth transfer, and risk management.
• Lead client meetings, present planning topics, and coordinate post-meeting actions and CRM documentation.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other implementation activities.

Requirements

• At least 4 years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.
• Baseline proficiency with Microsoft Office, including Word and Excel.
• Strong analytical, organizational, communication, interpersonal, and problem-solving skills.
• Full-time, exempt, in-office position in Dallas; the work-from-office culture includes flexibility.

Culture & Benefits

• Paid medical, dental, and vision coverage, plus a 401(k) with a 100% match up to 3% of annual compensation.
• Equity ownership opportunities, profit sharing eligibility, restricted equity units, and a new business incentive program.
• Minimum three weeks of PTO from day one, paid holidays, seasonal flex days, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and professional dues, along with career development plans and coaching.
• Paid parental leave, adoption benefits, and milestone celebrations including a three-month paid sabbatical after 10 years.
• Team-building events, social events, book clubs, committees, and affinity groups.