Wealth Advisor (Austin)

Location: Austin, TX, United States

Company

hirify.global provides financial planning, investment, securities, and insurance solutions for individuals and businesses.

What you will do

• Develop customer financial profiles and comprehensive plans based on financial position, assets, resources, and goals.
• Analyze and recommend securities, investment plans, insurance solutions, and other financial services.
• Coordinate with clients’ other advisors to implement financial plans.
• Grow the book of business by identifying additional client needs, outside assets, and value-added services.
• Build referral networks and relationships with centers of influence in the high-net-worth and closely held business segments.
• Maintain customer files and submit sales documentation to the back office and carriers.

Requirements

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

Nice to have

• Existing book of business and a developed or developing centers-of-influence network.
• Extensive knowledge of the local market and relationship management experience.
• Certified Financial Planner, Chartered Financial Consultant, or similar certification.
• Experience partnering with specialists across 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, Mentor Program, employee engagement activities, and recognition awards.
• Wellness Program and Years of Service awards.
• Substance-free workplace with pre-employment drug testing; tobacco users are not hired where permitted by law.