Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Location: Chicago, IL; on-site work required

Salary: USD $154,000–$209,000 per year, plus bonus or incentive opportunities.

Company

hirify.global provides investment, wealth advisory, and financial services focused on helping clients achieve long-term financial goals.

What you will do

• Manage ongoing client relationships within Schwab Wealth Advisory.
• Conduct advanced discovery to diagnose complex client needs and guide sensitive conversations.
• Develop and communicate holistic financial plans, including concentrated positions, tax-aware strategies, and multi-goal planning.
• Provide tailored investment guidance aligned with client objectives, risk profiles, and long-term outcomes.
• Coordinate advisory partners, establish operating cadences, and ensure consistent follow-through across complex client needs.
• Recognize risks, escalate issues appropriately, and uphold fiduciary and regulatory expectations.

Requirements

• Experience leading complex client relationships and translating sophisticated planning and investment concepts into clear guidance.
• Ability to prioritize high-impact activities, coordinate across partners, and manage multi-workstream client needs.
• Strong financial planning, judgment, risk awareness, coachability, and self-awareness.
• CFP® or CFA® designation.
• Bachelor’s degree.
• Active FINRA Series 7 and Series 66 licenses, or ability to obtain them within the first 120 days of employment.

Culture & Benefits

• In-office collaboration and a culture of trust, learning, and collaboration.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.