Corporate Solutions Advisor …

Role Overview

Balefire Wealth is seeking a Bilingual Advisor to join our Dallas office and support the continued growth of our Corporate Solutions team.

Primary Responsibilities

• Conduct one-on-one financial wellness meetings with employees of corporate clients.
• Provide personalized guidance on budgeting, debt management, emergency savings, retirement readiness, investing, and overall financial health.
• Educate participants on employer-sponsored retirement plans, including contribution strategies, investment options, rollovers, and retirement income planning.
• Deliver financial education workshops, webinars, enrollment meetings, and workplace presentations.
• Serve as a trusted bilingual resource for Spanish-speaking employees and their families.
• Help participants understand how workplace benefits integrate into their overall financial plan.
• Maintain detailed documentation of participant interactions in accordance with firm policies and compliance requirements.
• Identify participants whose needs extend beyond workplace financial wellness and coordinate introductions to Balefire’s wealth advisory services.
• Conduct discovery conversations and assist individuals seeking comprehensive financial planning.
• Support financial planning, investment, retirement, insurance, and wealth management discussions alongside Balefire’s advisory team.
• Build trusted, long-term relationships through exceptional service and ongoing communication.
• Coordinate with Planning, Investments, Insurance, and Client Engagement teams to deliver a seamless client experience.
• Support employer relationships by delivering a best-in-class financial wellness experience.
• Affiliate with onsite and virtual employee education initiatives.
• Increase employee engagement within retirement plans and financial wellness programs.
• Help strengthen Balefire’s Corporate Solutions offering through exceptional participant experiences and proactive communication.

Qualifications

• Fluent in both English and Spanish (written and verbal).
• Active Series 65 or Series 66 (or ability to immediately become investment adviser representative eligible).
• Life & Health Insurance License, or willingness to obtain.
• Experience providing financial advice, financial coaching, retirement education, or wealth management services.
• Strong knowledge of retirement plans, personal financial planning, and investment fundamentals.
• Excellent interpersonal and presentation skills.
• Strong organizational skills and attention to detail.
• Ability to build trust with individuals from diverse financial backgrounds.
• Experience working with employer-sponsored retirement plans.
• Experience in an RIA, retirement plan consulting firm, or financial wellness organization.
• Experience presenting to employee groups and conducting educational seminars.

Compensation & Benefits

Balefire offers a competitive compensation package designed to reward performance and support your overall well-being. In addition to a base salary and incentive opportunities, we provide a comprehensive benefits program, including:

• Medical, dental, and vision insurance
• Retail savings plan with company match
• Health savings accounts and wellness resources
• Flexible paid time off and company holidays
• Opportunities for professional development and continuing education
• A collaborative and growth-focused work environment

Specific compensation details will be discussed during the interview process.

Work Schedule

Monday through Friday, 8:00 AM – 5:00 PM

In-office position Join Our Team

If you’re ready to help clients achieve clarity and confidence in their financial lives—and want to grow your career with a forward-thinking, collaborative firm—we invite you to apply. Join Balefire and be part of shaping the future of financial advisory.