Financial Advisor III

Location: Plano, Texas, United States

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and has operated since 1868.

What you will do

• Build and maintain strong relationships with hirify.global customers through regular meetings, support, and financial advice.
• Develop new business while managing existing client relationships.
• Analyze financial data and recommend changes based on clients’ risk tolerance, goals, objectives, and preferences.
• Provide complex financial planning services, including cash flow modeling, retirement planning, and education funding.
• Collaborate with attorneys and accountants on estate, gift, and income tax planning.
• Market investment products and services to hirify.global Bank and hirify.global Brokerage clients.

Requirements

• Bachelor’s degree in Business, Economics, or a related discipline, or 5+ years of related experience.
• FINRA Series 7, 63, and 65 licenses, or FINRA Series 7 and 66 licenses, or the ability to obtain the required licenses within 120 days.
• General Lines Agent License covering Life, Accident, Health, and HMO Insurance, or the ability to obtain it within 90 days.
• Proficiency in Microsoft computer applications.
• Excellent written and verbal communication, organization, and time management skills.

Nice to have

• 10+ years of investment-related sales experience, including portfolio management, security analysis, and client interaction.
• Certified Financial Planner, Certified Wealth Strategist, CPA, CFA, CIMA, or CTFA designation.
• Master’s degree in Business, Economics, or a related discipline.

Culture & Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.