VP, Sr. Wealth Consultant (Finance)

Location: On site in Westlake, TX, United States

Salary: USD $165,000–$225,000 per year, plus bonus or incentive opportunities.

Company

hirify.global is a financial services company providing investment, wealth management, banking, lending, trust, insurance, and financial planning solutions.

What you will do

• Manage a practice of primarily Ultra High Net Worth clients and provide relationship-based wealth management guidance.
• Retain existing clients, attract new clients, and grow assets under management and wealth management solutions.
• Analyze client needs and develop customized financial strategies across investment, retirement, estate, education, insurance, and lending areas.
• Provide retirement income advice and distribution strategies for clients living in retirement.
• Partner with wealth specialists to connect clients with banking, lending, trust, insurance, and planning solutions.
• Deepen client relationships through discovery, engagement, commitment, and ongoing service.

Requirements

• Series 7 license.
• Series 66 license, or Series 63 and 65.
• Life and Health Insurance license.
• At least 7 years of financial services experience.
• At least 2 years of experience serving Ultra High Net Worth clients.
• 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 every five years of service for eligible positions.
• Paid parental leave and family-building benefits.
• Health, dental, and vision insurance, plus tuition reimbursement.