Wealth Strategist I (Wealth Management)

Location: Pittsburgh, Pennsylvania, United States; in-office role

Salary: $63,750–$127,500 per year

Company

hirify.global provides banking and wealth management services with a focus on customer solutions, risk management, and an inclusive workplace.

What you will do

• Develop, consult on, and implement tax, estate, and financial planning strategies for clients.
• Research client situations and prepare tax, estate, and financial analyses and plans.
• Meet with clients and Centers of Influence to provide advice and support asset retention and growth.
• Identify hirify.global products and services as opportunities to strengthen client relationships.
• Build new client relationships through networking, prospecting, and referrals.
• Assist with client acquisition, retention, and expansion under the guidance of senior team members.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• At least 2 years of relevant professional experience.
• Knowledge of wealth management, investments, financial operations, and client relationship management.
• Strong communication, networking, decision-making, problem-solving, and organizational skills.
• Employment visas are not sponsored, and STEM OPT participation is not available for this position.

Culture & Benefits

• In-office work environment with an inclusive and supportive workplace culture.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.