Wealth Advisor, Schwab Wealth Advisory

Location: Onsite in Campbell, Santa Clara County, California, United States

Salary: USD $120,000–$191,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides fee-based, non-discretionary investment advisory services focused on personalized financial planning and long-term client outcomes.

What you will do

• Manage ongoing client relationships within Schwab Wealth Advisory.
• Deliver holistic financial planning aligned with client goals and long-term outcomes.
• Provide tailored investment guidance based on portfolios, goals, and risk tolerance.
• Translate complex financial concepts into clear, actionable recommendations.
• Collaborate with the advisory team to support clients through complex financial decisions.
• Set expectations, timelines, and next steps for clients and partners.

Requirements

• Bachelor’s degree.
• Active FINRA Series 7 license; certified and current CFP or CFA designation holders may obtain it within 120 days of employment.
• Active FINRA Series 66 license or equivalent; may be obtained within the first 120 days.
• Ability to build client trust, communicate clearly, and explain complex financial concepts.
• Ability to apply financial planning principles and align recommendations with client goals and risk tolerance.
• Ability to work onsite in the specified location.

Nice to have

• CFP or CFA designation.

Culture & Benefits

• In-office collaboration and a culture of trust and collaboration.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave, family-building benefits, and adoption support.
• Tuition reimbursement.