Wealth Strategist (Wealth Management)

Location: Houston, TX, United States; onsite four days per week

Salary: $125,000–$200,000 USD per year

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Serve as the subject matter expert on complex wealth planning for families with $10M+ in investable assets.
• Design and deliver recommendations covering retirement, cash flow, tax, estate, trust, charitable, asset protection, succession, and executive compensation planning.
• Partner with Wealth Advisors on complex client relationships, business development, and proactive planning opportunities.
• Explain sophisticated planning concepts clearly and persuasively to clients, advisors, and referral partners.
• Coach and train advisors, mentor planners, and communicate updates on wealth planning issues.
• Contribute to the strategic direction and thought leadership of the wealth planning service offering.

Requirements

• 8+ years of experience in advanced financial planning, private wealth management, family office, or UHNW advisory.
• Significant experience advising families with $10M+ in investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience working with estate attorneys, CPAs, and other external professional advisors.
• Proficiency with financial planning, estate, and tax projection software, including eMoney, Holistiplan, or Vanilla.
• Bachelor's degree and Certified Financial Planner (CFP) designation required; unrestricted U.S. work authorization is required, and hirify.global generally hires U.S. citizens or permanent residents.

Nice to have

• CPA, JD, CPWA, or CTFA credentials.

Culture & Benefits

• Collaborative, client-first environment focused on partnership over competition.
• 401(k) plan with employer matching.
• Subsidized medical plans plus employer-paid dental, vision, life, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.