Sr. Specialist, Service Associate - Schwab Wealth Advisory (Financial Services)

Location: Onsite in Orlando, Florida, United States

Salary: USD $27.40–$39.28 per hour, plus potential bonus or incentive opportunities

Company

hirify.global provides financial services and wealth management solutions, including personalized advice for high-net-worth clients through Schwab Wealth Advisory.

What you will do

• Serve as an inbound support resource for Schwab Wealth Advisory clients, advisors, and internal business partners.
• Receive, clarify, triage, route, and resolve service, operational, and planning-related requests.
• Document requests clearly and provide timely updates through oral and written communication.
• Manage case workflows, operational documentation, follow-up activities, and competing priorities.
• Build trusted partnerships across wealth management operations and advisor support teams.

Requirements

• Active and valid FINRA Series 7 license.
• Active and valid FINRA Series 66 or Series 63/65 license, or ability to obtain it within 120 days.
• At least one year of financial services experience.
• Client and advisor support experience, strong communication, attention to detail, process discipline, and sound judgment.
• Ability to work onsite in Orlando, Florida.

Nice to have

• Experience with inbound advisor, client, or operational support.
• Experience supporting financial advisors, wealth management teams, or advisor-service workflows.
• Experience with CRM, case management, or workflow platforms such as Salesforce.

Culture & Benefits

• Coaching, training, continuous learning, and development opportunities in wealth management operations and financial services.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid parental leave, and family-building benefits.
• Paid vacation and volunteering time, plus a 28-day sabbatical after five years for eligible positions.
• Tuition reimbursement and a culture focused on trust, collaboration, and in-person teamwork.