Advice Consultant - Workplace Branch

Location: On-site in Westlake, TX; Richfield, OH; or Lone Tree, CO

Salary: USD $74,300–$125,400 per year, plus eligible bonus or incentive opportunities.

Company

hirify.global provides retail brokerage, workplace financial services, investment, and wealth management solutions.

What you will do

• Provide holistic financial planning, education, and guidance to participants in Stock Plan Services and Schwab Retirement Plan Services corporate relationships.
• Serve as a client-facing Schwab representative and support participants across a broad range of wealth management needs.
• Answer in-the-moment questions and provide point-in-time financial guidance.
• Build client relationships and deliver high-touch service in collaboration with dedicated Schwab specialists.
• Explain complex financial topics and help clients make progress toward their financial goals.

Requirements

• Active Series 7 license required.
• Active Series 66 license, or Series 63/65, required; the license may be obtained as a condition of employment.
• Bachelor’s degree or equivalent work experience preferred.
• Strong communication and interpersonal skills, including the ability to explain complex subjects to varied clients.
• Experience and confidence presenting one-to-one or virtually.
• Understanding of investment, insurance, retirement, equity compensation, deferred compensation, education and family wealth, and estate planning.

Nice to have

• Understanding of corporate sponsor and consultant relationships.
• Comfort working in a fast-paced and changing environment.

Culture & Benefits

• In-office collaboration and on-site work in the specified location.
• Continuous learning and professional development support.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.