Senior Wealth Strategist (Private Banking)

Location: In-office in Lancaster, PA or Mechanicsburg, PA

Company

hirify.global is a financial services company with a Private Bank organization serving wealth management clients.

What you will do

• Develop, consult on, and implement complex tax, estate, and financial plans for clients.
• Conduct research and prepare tax, estate, and financial analyses and recommendations.
• Retain, expand, and deepen client relationships while growing assets under management.
• Identify hirify.global services and solutions as opportunities to support existing clients.
• Develop new client relationships through networking, prospecting, referrals, and Centers of Influence.
• Provide direction to wealth strategists and associates on complex planning matters.

Requirements

• University or college degree, or a comparable combination of education, certifications, and experience.
• JD degree.
• Typically 8+ years of relevant industry experience.
• Knowledge of wealth planning, investments, financial operations, and client relationship management.
• Strong communication, networking, decision-making, critical-thinking, and problem-solving skills.
• Must work in-office in Lancaster or Mechanicsburg, Pennsylvania.

Culture & Benefits

• Inclusive workplace focused on customer service, collaboration, and risk management.
• Medical, prescription drug, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
• Employment visa sponsorship and STEM OPT participation are not available for this position.