Wealth Advisor (Finance)

Location: Dallas, TX, United States; onsite

Company

hirify.global operates a growing wealth advisory division providing financial planning, investment, and insurance solutions.

What you will do

• Develop comprehensive financial profiles and plans for individuals and businesses.
• Analyze client goals, assets, financial positions, market conditions, regulations, securities, investment plans, and insurance solutions.
• Provide recommendations on securities, financial services, insurance, and investment plans.
• Grow the book of business by identifying client assets, value-added services, referrals, and centers of influence.
• Build relationships with high-net-worth individuals and closely held businesses.
• Maintain customer investment files and submit sales documentation to carriers through the back office.

Requirements

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• Securities licenses 7 and 63, plus Group I Life and Health Insurance Licenses.
• Three to five years of experience as a financial advisor or in a similar role.
• Excellent organizational and communication skills.
• Current driver’s license, excellent driving record, and ability to travel locally.
• Ability to work onsite in Dallas, TX.

Nice to have

• Existing book of business and a developed network of centers of influence.
• Knowledge of the local market and relationship management experience.
• Certified Financial Planner, Chartered Financial Consultant, or similar certification.
• Experience partnering with specialists from different disciplines to address complex client needs.

Culture & Benefits

• Competitive overall compensation package and work-life balance.
• Healthcare coverage options and traditional and Roth 401(k) retirement plans.
• Career growth opportunities, continuing education, and career certifications.
• Leadership Academy and Mentor Program.
• Employee engagement activities, recognition awards, service awards, and a wellness program.
• Substance-free workplace with pre-employment drug testing; tobacco users are not hired where permitted by law.