Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Location: On-site in Stamford, Connecticut, United States

Salary: USD 168,000–228,000 per year, plus bonus or incentive opportunities.

Company

hirify.global provides investment advisory and wealth management services, including fee-based, non-discretionary financial planning and personalized investment guidance.

What you will do

• Manage ongoing relationships with wealth advisory clients.
• Lead advanced discovery, diagnose complex client needs, and navigate sensitive conversations.
• Develop and communicate holistic financial plans for complex scenarios, including concentrated positions, tax-aware strategies, and multiple financial goals.
• Provide tailored investment guidance aligned with client objectives, risk profiles, and long-term outcomes.
• Set the operating cadence for a book of business, coordinate with partners, and ensure consistent service and follow-through.
• Coach peers informally, share best practices, and escalate risks or issues requiring additional expertise.

Requirements

• Experience leading complex client relationships and translating sophisticated financial planning and investment concepts into clear guidance.
• Ability to prioritize high-impact activities and coordinate complex, multi-workstream client needs.
• Strong judgment, risk awareness, and understanding of fiduciary and regulatory expectations.
• CFP® or CFA® designation and a bachelor’s degree.
• Active FINRA Series 7 license, or ability to obtain it within 120 days of employment.
• Active FINRA Series 66 license or equivalent, or ability to obtain it within the first 120 days.

Culture & Benefits

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