Wealth Strategist III

Location: PA - Pittsburgh (15222), United States; in-office position

Company

hirify.global provides private banking and wealth management services, supporting clients with financial planning, investment, and related banking solutions.

What you will do

• Develop, consult on, and implement complex tax, estate, and financial plans for private banking clients.
• Conduct research and prepare tax, estate, and financial analyses and recommendations.
• Collaborate with planning resources and provide direction to wealth strategists and associates.
• Retain and grow assets under management through advice, implementation, and relationship development.
• Identify hirify.global products and services as opportunities to deepen existing client relationships.
• Develop new client relationships through networking, prospecting, and referrals.

Requirements

• University or college degree, or a comparable combination of education, certifications, and experience.
• 5+ years of industry-relevant experience.
• JD degree preferred as the listed education requirement.
• Knowledge of client relationship management, investments, financial operations, networking, and value selling.
• Must work in the Pittsburgh, Pennsylvania office environment.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer service, collaboration, and risk management.
• Medical, prescription drug, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Educational assistance and support programs, including select fully paid programs.