Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Location: Walnut Creek, California; onsite work required

Salary: $168,000–$251,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides investment, wealth management, and financial advisory services.

What you will do

• Manage ongoing client relationships within Schwab Wealth Advisory.
• Deliver holistic financial planning for complex client scenarios.
• Provide tailored investment guidance aligned with client objectives, risk profiles, and long-term outcomes.
• Translate sophisticated planning and investment concepts into clear recommendations that support client decisions.
• Coordinate with advisory partners to manage priorities, timelines, and follow-through across complex client needs.
• Recognize risks, escalate issues appropriately, and support fiduciary and regulatory expectations.

Requirements

• Experience leading complex client relationships, including advanced discovery and sensitive conversations.
• Ability to manage a book of business and coordinate multiple client workstreams.
• Experience developing and communicating financial plans involving concentrated positions, tax-aware strategies, and multiple goals.
• CFP® or CFA® designation.
• Bachelor’s degree and active FINRA Series 7 license; Series 7 may be obtained within 120 days of employment.
• Active FINRA Series 66 license or equivalent; may be obtained within the first 120 days.

Culture & Benefits

• In-office collaboration and regular in-person work are emphasized for this role.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteer time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Health, dental, vision insurance, and tuition reimbursement.