Wealth Advisor I

Location: Katy, TX - Mason, United States; onsite

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and has more than 150 years of banking history.

What you will do

• Serve as the primary contact for a portfolio of wealth management clients and retain and grow relationships.
• Develop financial plans and recommend tailored investment, insurance, and banking solutions.
• Meet with clients to review financial plans and investment portfolio objectives in alignment with compliance and regulations.
• Collaborate with internal partners to prepare coordinated client proposals and presentations.
• Build trusted long-term client relationships and strengthen professional networks to support business growth.

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; required 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, time management, written communication, 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 are core working principles.
• 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.