Wealth Strategist III

Location: Cleveland, OH; Pittsburgh, PA; Philadelphia, PA; or elsewhere within the hirify.global Private Bank footprint. Primarily office-based with regular time in the office or field.

Base salary: $91,000–$185,900 annually, plus incentive-eligible compensation.

Company

hirify.global is a financial services organization providing private banking, wealth management, and related client solutions.

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.
• Collaborate with planning resources and provide direction to wealth strategists and associates.
• Retain and grow assets under management through advice, implementation, and client relationship development.
• Identify hirify.global services as opportunities to deepen existing client relationships.
• Develop new client relationships through networking, prospecting, and referrals.

Requirements

• JD degree or a comparable combination of education, certifications, and experience.
• 5+ years of industry-relevant experience.
• Experience with client relationship management, investments, financial operations, and capital management.
• Strong communication, networking, decision-making, critical-thinking, and problem-solving skills.
• Ability to focus on customer needs and manage business risks in accordance with the enterprise risk management framework.
• Must work primarily from a hirify.global location and be available for regular office or field work.

Culture & Benefits

• Inclusive workplace focused on respect, collaboration, and customer service.
• Medical, prescription, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness support.
• Paid holidays, vacation time, parental leave, and occasional absence days.
• Educational assistance, wellness programs, and dependent-care support.
• Employment visa sponsorship and STEM OPT participation are not available for this position.