Wealth Advisor, Schwab Wealth Advisory

Location: Chicago, IL; onsite work required

Salary: $110,000–$160,000 per year, plus eligibility for bonus or incentive opportunities

Company

hirify.global provides fee-based wealth advisory and investment services focused on personalized client relationships, fiduciary commitment, and long-term financial outcomes.

What you will do

• Manage ongoing client relationships and build trust through active listening and clear communication.
• Deliver holistic financial planning aligned with client goals, risk tolerance, portfolios, and long-term outcomes.
• Provide tailored investment guidance consistent with Schwab’s investment approach.
• Explain complex financial concepts in practical guidance clients can understand and act on.
• Coordinate client meetings, planning work, follow-through, timelines, and next steps with clients and advisory partners.
• Support client confidence, long-term retention, and advisory excellence.

Requirements

• Bachelor’s degree.
• Active FINRA Series 7 license; certified and current CFP or CFA holders may obtain it within 120 days of employment, subject to verification before hire.
• Active FINRA Series 66 license or equivalent; may be obtained within the first 120 days.
• Ability to apply financial planning principles and communicate recommendations clearly.
• Strong client listening, relationship-building, prioritization, time-management, coachability, and self-awareness skills.

Nice to have

• CFP or CFA designation.

Culture & Benefits

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