Advisor - Houston (Wealth Management)

Location: Houston, TX; on-site and in-office full-time work required. The position is exempt and follows a work-from-office culture with flexibility.

Company

hirify.global is a purpose-driven registered investment adviser helping clients align wealth, passion, and purpose through wealth management services.

What you will do

• Manage the day-to-day priorities and workload of client service teams and act as the first point of contact for client communications in partnership with the Lead Advisor.
• Review client portfolios, develop investment and planning recommendations, and prepare Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis deliverables.
• Analyze advanced financial topics including tax-loss harvesting, stock options, restricted-stock wealth transfer strategies, and risk transfer or management; maintain related records, cost basis, and position data in portfolio management software.
• Review, approve, and strategize around trades, portfolio rebalances, wire requests, journals, and other time-sensitive implementation activities.
• Lead client meetings, prepare agendas and presentations, communicate and document action items in the CRM, and coordinate post-meeting execution with Analysts and Associate Advisors.
• Collaborate with Tax, Investments, Estate Planning, and other internal or external resources; maintain the Wealth Management Scorecard, seek leadership opportunities, and train and mentor teammates on complex planning and service delivery.

Requirements

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• One of Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required.
• Baseline proficiency in Microsoft Office Suite, including Word, Excel, and Windows; willingness to learn other position-related systems on the job.
• Ability to organize and manage multiple client relationships with competing priorities and coordinate team resources effectively.
• Excellent written and verbal communication, interpersonal, teamwork, organizational, prioritization, workflow-management, analytical, and problem-solving skills.
• Ability to project a capable and trustworthy image, proactively manage workload and communications, take ownership of tasks, maintain high standards and personal integrity, and work with flexibility, maturity, attention to detail, and enthusiasm amid changing priorities.
• Must be able to work full-time in the Houston office; the position is exempt.

Culture & Benefits

• Purpose-driven, client-focused, collaborative, inclusive, and community-oriented culture with continuous learning and growth.
• Fully paid medical, dental, and vision coverage; 401(k) with a 100% match up to 3% of annual compensation; equity ownership opportunities; profit sharing and other incentive programs.
• At least 3 weeks of PTO from Day 1, winter break, summer Friday flex-days, 10 paid holidays, unlimited volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and dues; career development plans, coaching, emotional and social intelligence training, and an annual wellbeing stipend.
• Team-building and social events, book clubs, committees, affinity groups, paid parental leave, adoption benefits, and milestone celebrations including a 3-month paid sabbatical after 10 years.
• Visa sponsorship is not available; candidates requiring or potentially requiring employment visa sponsorship cannot be hired.

Hiring process

• Artificial intelligence tools may assist with application, résumé, and response review, but final hiring decisions are made by people.