Senior Specialist, Service Associate - Schwab Wealth Advisory

Location: Orlando, Florida, United States; on-site work required

Salary: $27.40–$39.28 per hour, plus potential bonus or incentive opportunities

Company

hirify.global provides wealth management and financial services, including personalized advice and investment solutions through Schwab Wealth Advisory.

What you will do

• Serve as an inbound support resource for Schwab Wealth Advisory.
• Support high-net-worth clients, financial advisors, and internal business partners.
• Receive, triage, route, and resolve service, operational, and planning-related requests.
• Document requests, provide timely updates, and explain processes and operating standards.
• Manage case workflows, follow-up activities, and multiple priorities in a fast-paced environment.
• Build expertise in wealth management operations, advisor support, relationship management, and financial services.

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 one year of financial services experience.
• Experience with client or advisor support, clear oral and written communication, attention to detail, and process discipline.
• Ability to work on site in Orlando, Florida.

Nice to have

• Experience supporting financial advisors, wealth management teams, or advisor-service workflows.
• Experience with CRM, case management, or workflow platforms such as Salesforce.

Culture & Benefits

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