At Balefire, we’re on a mission to redefine financial advisory services by combining collaboration, innovation, and integrity. We’re a national firm built on teamwork and shared success, where employees are empowered to make an impact, grow their expertise, and serve clients with purpose. With a culture that values continuous learning and bold thinking, Balefire provides an exciting environment for professionals who want to build meaningful careers while helping clients achieve long-term financial success.
Role Overview
Balefire Wealth is seeking a Bilingual Advisor to join our Dallas office and support the continued growth of our Corporate Solutions team. This role is designed for an advisor who can operate comfortably in both employer-sponsored financial wellness environments and traditional individual advisory relationships.
The ideal candidate has experience delivering financial guidance to employees and plan participants, understands how to educate individuals at different stages of their financial lives, and is also capable of building trusted advisory relationships with clients who need more comprehensive planning and wealth management support.
This role does not require an existing book of business. We are looking for a licensed advisor who can represent Balefire well, provide thoughtful advice, support Spanish-speaking participants and clients, and help deepen the value we deliver through our Corporate Solutions offering.
Primary Responsibilities
- Financial Wellness Coaching
- 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.
- Wealth Advisory Support
- 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.
- Corporate Solutions
- Support employer relationships by delivering a best-in-class financial wellness experience.
- Assist 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
Required
- 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
- Retirement 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
- 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.