Wealth Advisor II (Finance)

Location: Fredericksburg, Texas, United States

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.

What you will do

• Serve as the primary contact for a portfolio of wealth management clients and retain and grow relationships.
• Recommend tailored investment, insurance, and banking solutions.
• Meet with clients to review financial plans and investment portfolio objectives in line with compliance and regulatory requirements.
• Collaborate with internal partners to prepare coordinated proposals and presentations.
• Build long-term client relationships and develop connections across internal teams and the professional community.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related discipline, or equivalent experience.
• FINRA Series 7, 63, and 65 licenses, or Series 7 and 66 licenses; licenses may be obtained within 120 days of hire.
• General Lines Agent License covering Life, Accident, Health, and HMO Insurance, or ability to obtain it within 120 days of hire.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Nice to have

• Certified Financial Planner, Certified Wealth Strategist, CPA, CFA, CIMA, or CTFA designation.

Culture & Benefits

• Integrity, caring, and excellence guide client service and decision-making.
• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Paid holidays and paid time off.
• Tuition reimbursement and health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.