Premier Client Financial Advisor (Wealth Management)

Location: McKinney, Texas, United States; in-office position

Company

hirify.global is a banking and wealth management company providing financial products, advisory services, and client solutions.

What you will do

• Manage and grow an assigned investment and insurance book of business.
• Consult with clients on investment, insurance, savings, investing, and retirement strategies.
• Develop, present, and monitor personalized financial plans and recommend updates as client needs change.
• Acquire, expand, and retain client relationships through business development, networking, sales, and referrals.
• Coach and educate branch staff and internal partners to identify investment opportunities and drive referral activity.
• Review business results and pipeline activity while following applicable laws, regulations, policies, and guidelines.

Requirements

• Bachelor's degree and 2+ years of relevant professional experience, or a comparable combination of education, certification, and experience.
• FINRA Series 7 and Series 66, or Series 63 and 65, required.
• Life and Health Insurance license required.
• Competence in customer experience management, customer retention, communications, prospecting, selling, coaching others, and managing multiple priorities.
• Employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• In-office workplace with a supportive and inclusive culture.
• Structured training, administrative support, and financial planning technology.
• Eligible full-time employees may receive medical, dental, vision, life, and disability coverage.
• Benefits may include a 401(k) match, pension, stock purchase plan, health savings account, and educational assistance.
• Paid time off may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and tenure.