Asset & Wealth Management-Irving-Associate, Sales-10343717

Location: Irving, Texas, United States; onsite

Company

hirify.global Wealth Services, L.P. operates within the Asset & Wealth Management division.

What you will do

• Work alongside advisor teams to service clients and their families through personal financial planning and investment analysis.
• Prepare income tax returns, tax projections, personal financial statements, cash flow plans, insurance reviews, and investment analyses.
• Research client questions covering tax treatment, investment products, estate planning, and related financial matters.
• Interact with clients and their outside advisors by phone and in person to gather information and support advice delivery.
• Build long-term client relationships through open-ended questions and inclusive communication.
• Document client files, communications, and service activities accurately.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field, or a foreign equivalent.
• At least two years of experience in the offered role or a related position.
• Experience assessing client income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance for financial planning.
• Experience with tax projections, withholding and payments, financial products, estate planning, investments, insurance, cash flow management, and risk management.
• Experience preparing individual income tax returns under the US tax code, legislation, and tax planning requirements.
• Experience using GoSystem Tax RS software.

Culture & Benefits

• Regular telephone and face-to-face interaction with clients and external advisors.
• Work within an advisor team serving corporate employees, executives, and high-net-worth individuals.