Financial Consultant - Financial Solutions Branch

Location: Westlake, TX, United States; onsite work required

Salary: USD $74,400–$113,900 per year, plus bonus or incentive opportunities.

Company

hirify.global provides investment, wealth management, and financial services for individual and institutional clients.

What you will do

• Engage mass affluent clients with assets of approximately $500K–$1M through dedicated relationships.
• Conduct client outreach, financial planning and advice discussions, virtual presentations, and market trend conversations.
• Discover client goals and recommend appropriate wealth management solutions, products, and services.
• Build trust, strengthen client loyalty, support retention, and assist with asset consolidation.
• Collaborate with internal specialists, branch partners, and business departments to deliver client outcomes.
• Use technology and digital enhancements to support a consistent client engagement and advice process.

Requirements

• Active FINRA Series 7 license.
• Series 66 license, or Series 63/65 licenses.
• Life and Health Insurance license; this license may be obtained within 120 days of employment.
• Minimum of five years of financial experience is preferred.
• Strong interpersonal, verbal, and written communication skills.
• Ability to manage competing priorities, learn new technology, and use multiple data and business systems.

Culture & Benefits

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