Sr. Manager, Wealth Advisor – Schwab Wealth Advisory (Financial Planning)

Location: Campbell, Santa Clara County, California, United States; onsite work required

Salary: USD $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 relationships with wealth advisory clients.
• Deliver holistic financial planning for complex client situations.
• 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.
• Set the operating cadence for a book of business and coordinate high-impact activities across advisory partners.
• Support client confidence, retention, and advisory quality while meeting fiduciary and regulatory expectations.

Requirements

• Experience leading complex client relationships through advanced discovery and sensitive conversations.
• Experience developing and communicating holistic financial plans, including concentrated positions, tax-aware strategies, and multi-goal planning.
• Ability to prioritize complex, multi-workstream client needs and communicate timelines, tradeoffs, and next steps.
• CFP® or CFA® designation and a bachelor’s degree.
• Active FINRA Series 7 license; 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 a workplace culture based on trust, learning, and collaboration.
• 401(k) with company match and an employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years of service for eligible positions.
• Paid parental leave and family-building benefits.
• Health, dental, and vision insurance.
• Tuition reimbursement and opportunities for continuous learning.