Sr. Specialist, Service Associate - Schwab Wealth Advisory

Location: On site in Westlake, Texas, United States

Salary: USD $30.10–$43.17 per hour, plus potential bonus or incentive opportunities

Company

hirify.global provides wealth management and financial services, including Schwab Wealth Advisory, a fee-based wealth management program.

What you will do

• Serve as an inbound support resource for Schwab Wealth Advisory.
• Support high-net-worth clients, financial advisors, and internal business partners.
• Receive, clarify, triage, route, and resolve service, operational, and planning-related requests.
• Document requests, provide timely updates, and explain processes and operating standards.
• Manage case workflows, follow-up activities, and multiple priorities in a fast-paced environment.
• Build expertise in wealth management operations, advisor support, relationship management, and financial services.

Requirements

• Active and valid FINRA Series 7 license required.
• Active and valid FINRA Series 66 or Series 63/65 license required, or obtainable within 120 days.
• At least one year of financial services experience.
• Client and advisor support experience with strong oral and written communication skills.
• Attention to detail, process discipline, sound judgment, and the ability to manage multiple priorities.
• Experience with CRM, case management, or workflow platforms such as Salesforce is preferred.

Nice to have

• Inbound advisor, client, or operational support experience.
• Experience supporting financial advisors, wealth management teams, or advisor-service workflows.
• Experience with Salesforce or similar CRM and workflow platforms.

Culture & Benefits

• In-office collaboration and regular in-person work are emphasized for this role.
• Coaching, training, and development opportunities support career growth.
• 401(k) with company match and an employee stock purchase plan.
• Health, dental, vision, paid vacation, paid parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.