Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Location: Westlake, TX; on-site work required

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

Company

hirify.global operates a wealth management business focused on personalized advice and tailored financial solutions for clients.

What you will do

• Support high-net-worth clients, Wealth Advisors, Associate Wealth Advisors, and internal business partners.
• Manage operational requests, case management, workflows, and follow-up activities.
• Anticipate client needs, resolve issues, and deliver a high-touch service experience.
• Communicate processes and operating standards clearly to advisors and business partners.
• Help resolve portfolio management, financial planning, and market-related inquiries.
• Build trusted partnerships while balancing multiple priorities in a team of 10–12 professionals.

Requirements

• Active and valid FINRA Series 7 license
• Active and valid FINRA Series 66 or Series 63/65 license, or ability to obtain it within 120 days
• At least 1 year of financial services experience
• Client experience, oral and written communication, attention to detail, and process discipline

Nice to have

• Experience servicing high-net-worth clients
• Experience supporting financial advisors
• Experience with CRM platforms such as Salesforce

Culture & Benefits

• In-office collaboration in an on-site role
• Coaching, training, and development opportunities
• 401(k) with company match and employee stock purchase plan
• Paid vacation, volunteering time, parental leave, and family-building benefits
• Health, dental, and vision insurance, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions