Advisor (Wealth Management)

Location: Houston, Texas; on-site and in-office

Company

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

What you will do

• Manage the day-to-day priorities and workload of client service teams while serving as a primary contact for client communications.
• Review client portfolios and develop recommendations across investment management, financial planning, tax planning, estate planning, and risk management.
• Prepare and present client deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Analyze complex financial topics such as tax-loss harvesting, stock options, restricted stock, wealth transfer, and risk management strategies.
• Review and approve trades, portfolio rebalances, wire requests, journals, and other implementation actions within required time frames.
• Lead client meetings, document action items in the CRM, and train and mentor team members on complex planning and service delivery.

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.
• Proficiency with Microsoft Office Suite, including Word and Excel, and willingness to learn related systems.
• Strong analytical, organizational, communication, interpersonal, prioritization, and problem-solving skills.
• This is a full-time, exempt, in-office position; visa sponsorship is not available now or in the future.

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, restricted equity units, and a new business incentive program.
• At least three weeks of PTO from the first day, winter break, summer flex days, paid holidays, 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, subsidized transit, wellbeing support, and employee community events.