Sr. Associate (Financial Services)

Location: Austin, United States; extensive travel across the assigned central U.S. region is required.

Company

hirify.global provides investment solutions and investment theory for financial advisors and their clients.

What you will do

• Manage relationships and lead business development for existing and prospective fee-only, high-net-worth financial advisors.
• Develop strategies to retain existing relationships and build new advisor partnerships.
• Educate advisors on capital-market behavior, investment theory, and Dimensional’s investment capabilities.
• Consult with advisor firms on building efficient, client-centric, fee-based practices.
• Present investment products, philosophy, and performance to advisors, branch offices, conferences, and industry events.
• Increase revenue, assets under management, and advisor clients through profitable growth of the product suite.

Requirements

• 10+ years of experience in the financial services industry.
• Strong consultative sales, relationship-building, and asset-raising abilities.
• Extensive knowledge of and network among fee-based financial advisors.
• Bachelor’s degree required; MBA or CFA strongly preferred.
• Excellent written and verbal communication skills, including the ability to explain technical investment approaches.
• SIE, Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of employment.

Culture & Benefits

• Collaborative environment with opportunities to work independently and as part of a team.
• Extensive in-person networking, regional events, and face-to-face client meetings are central to the role.
• Comprehensive benefits supporting employees, families, and careers.
• Educational initiatives and programs focused on professional development.
• This role is not eligible for immigration sponsorship.