Wealth Planner

Location: Pittsburgh, PA; office-based role

Company

hirify.global provides banking and wealth management services.

What you will do

• Lead comprehensive financial planning engagements for high-net-worth clients.
• Conduct discovery conversations to identify client goals, values, and financial objectives.
• Develop, present, and review customized plans covering retirement, tax, estate, investment, and risk management strategies.
• Collaborate with Wealth Advisors on client relationship management and plan implementation.
• Mentor and train Wealth Advisors on planning best practices and discovery techniques.
• Ensure plans comply with regulatory requirements and reflect the firm’s planning philosophy.

Requirements

• Bachelor’s degree.
• At least 8 years of experience in financial planning or wealth management.
• Strong interpersonal and communication skills.
• Strong coaching and presentation abilities.

Nice to have

• CFP® designation.

Culture & Benefits

• Office workplace with a focus on in-person collaboration and community.
• Some positions outside the branch network may be eligible for flexible work arrangements.
• Work arrangements are confirmed by the hiring team for each position.