Associate Wealth Advisor, Schwab Wealth Advisory

Location: On-site in Atlanta, GA, United States

Salary: $38.46–$52.88 per hour

Company

hirify.global provides investment, wealth management, and financial services, including Schwab Wealth Advisory, a fee-based non-discretionary investment advisory solution.

What you will do

• Support 2–4 Wealth Advisors with servicing, deepening, and retaining virtual client relationships.
• Provide customized financial planning support and address foundational portfolio needs.
• Communicate priorities, risks, status, expectations, and next steps to clients and Wealth Advisors.
• Anticipate client and advisor needs, identify next steps, and take ownership of service delivery.
• Apply investment product, market, regulatory, and client-facing fundamentals.

Requirements

• Active and valid FINRA Series 7 license.
• Active and valid FINRA Series 66 license, or ability to obtain it within 120 days of employment.
• Understanding of core investment products and markets.
• Strong prioritization, proactivity, adaptability, coachability, and client communication skills.
• Ability to work on site in Atlanta, GA.

Nice to have

• Experience servicing client relationships in financial services.
• Bachelor’s degree or equivalent professional experience.

Culture & Benefits

• Mentorship, ongoing coaching, and development through the Wealth Management Institute.
• Health, dental, and vision insurance.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.