Wealth Strategist I

Location: In-office in Cleveland or Cincinnati, Ohio

Base salary: $63,750–$106,250 per year, plus incentive eligibility based on company, business, and/or individual performance.

Company

hirify.global is a banking and Private Bank organization focused on delivering financial services and client solutions.

What you will do

• Develop, consult on, and implement tax, estate, and financial planning solutions for clients with guidance from senior team members.
• Research client situations and prepare tax, estate, and financial analyses and plans.
• Meet with clients and Centers of Influence to provide advice, support implementation, and retain and grow assets under management.
• Build new client relationships through networking, prospecting, and referrals.
• Identify hirify.global products and services that can enhance existing client relationships.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• Typically 2+ years of relevant professional experience.
• Knowledge of client relationship management, investments, financial operations, and financial products and services.
• Strong communication, networking, decision-making, critical-thinking, problem-solving, and organizational skills.
• Ability to work in an office in Cleveland or Cincinnati, Ohio.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace culture with an emphasis on customer focus and responsible risk management.
• Medical, prescription drug, dental, and vision coverage options, with a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, life insurance, disability protection, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and tenure.