Financial Advisor II (Fintech)

Location: Plano, TX - North, 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

• Build and maintain strong relationships with hirify.global customers through regular meetings, support, and financial advice.
• Develop new business and manage existing client relationships.
• Analyze financial data and recommend portfolio or plan modifications based on 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 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 90 days of hire.
• Proficiency with Microsoft applications and excellent written and verbal communication skills.
• Strong organizational and time-management skills with the ability to adapt to a fast-paced environment.

Nice to have

• 5+ years of investment-related sales experience, including portfolio management, security analysis, and client interaction.
• Certified Financial Planner, Certified Wealth Strategist, CPA, CFA, CIMA, or Certified Trust and Fiduciary Advisor 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.