VP, Senior Wealth Consultant - Ultra High Net Worth - Westlake, TX

Location: Onsite in Westlake, TX, United States

Salary: USD 165,000–230,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides financial services and wealth management solutions.

What you will do

• Manage a practice of primarily ultra-high-net-worth clients and provide comprehensive, relationship-based advice.
• Retain existing clients, attract new clients, and grow assets under management and wealth management solutions.
• Analyze complex financial situations and develop customized strategies for prospects and existing clients.
• Provide guidance on investment management, retirement income, estate planning, education planning, banking, lending, trust, insurance, and active trading.
• Partner with wealth specialists to deliver holistic client solutions and deepen relationships through ongoing discovery and service.
• Maintain adherence to regulatory, risk, supervision, and compliance expectations.

Requirements

• Series 7 license required
• Series 66, or Series 63 and 65, required
• Life and Health Insurance license required
• 7+ years of financial services experience
• 2+ years of ultra-high-net-worth client experience
• Expertise in wealth management and investment products, including equities, fixed income, mutual funds, retirement plans, equity compensation, stock options, and annuities

Nice to have

• CFP, CFA, CWS, CHFC, or CPWA designation
• Bachelor's degree

Culture & Benefits

• In-office collaboration in the specified location
• 401(k) with company match and employee stock purchase plan
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions
• Paid parental leave and family-building benefits
• Health, dental, and vision insurance
• Tuition reimbursement and continuous learning opportunities