Wealth Planner (Financial Planning)

Location: Dallas, TX, United States; workplace type: Office

Company

hirify.global provides banking and wealth management services.

What you will do

• Lead financial planning engagements for clients with a net worth of $1–10M.
• Conduct discovery conversations to identify client goals, values, and financial objectives.
• Develop, present, and review customized plans covering retirement, tax, estate, investment, and risk management strategies.
• Partner with wealth advisors to support client relationships and implement financial plans.
• Mentor and train wealth advisors on planning best practices and discovery techniques.
• Ensure plans comply with regulatory requirements and reflect the firm’s planning philosophy.

Requirements

• Bachelor’s degree.
• Minimum 8 years of experience in financial planning or wealth management.
• Strong interpersonal and communication skills.
• Coaching and presentation abilities.

Nice to have

• CFP® designation.
• Knowledge of industry trends, tax laws, and current planning strategies.

Culture & Benefits

• Office-based work arrangement.
• Some positions outside the branch network may be eligible for flexible in-office and work-from-home arrangements, subject to confirmation by the hiring team.
• Equal opportunity employer.
• Tobacco-free hiring practice.