Associate Wealth Advisor (Finance)

Location: Bay City, Texas, United States

Salary: $58,500–$70,000 per year, plus eligibility for sales incentive compensation.

Company

hirify.global is the hiring company for this wealth advisory position.

What you will do

• Support and manage a portion of client relationships within an advisor team’s book of business.
• Conduct investment research, prepare reporting, and support total wealth management and financial planning solutions.
• Develop customized asset allocation strategies and investment solutions, including risk management, insurance, tax, and estate planning considerations.
• Analyze portfolio performance, participate in performance reviews, and recommend potential changes to financial advisors.
• Support business development through prospecting, sales meetings, marketing, and relationship-building activities.
• Perform business analytics and participate in coaching and training sessions.

Requirements

• Three years of client service experience, preferably in the finance sector.
• Bachelor’s degree or equivalent in Finance or Business Administration preferred.
• Strong attention to detail, organization, problem-solving, and time-management skills.
• Excellent interpersonal and customer service skills with the ability to build professional relationships.
• Proficiency with CRM applications, Microsoft Word, Excel, and PowerPoint.
• Series 7 and Series 66 licenses, or Series 63 and 65; Life & Health Insurance License or required licenses must be obtained within approximately 120 days.

Culture & Benefits

• Development is supported through coaching sessions and training events.
• The role includes sales incentive compensation eligibility.
• Work involves collaboration with senior advisors, clients, coworkers, and internal and external partners.