Business Development Officer, Wealth & Asset Management (Finance)

Location: 100% remote; candidates must currently live within the St. Louis, Missouri area

Salary: USD $150,000–$225,000 per year, plus eligibility for bonus or incentive opportunities

Company

hirify.global provides wealth management, investment, and financial services, including proprietary and third-party asset management solutions.

What you will do

• Promote, retain, and support clients of Schwab Wealth Advisory.
• Build trusted relationships with local Financial Consultants and Wealth Advisors.
• Educate clients and investors about Schwab Wealth Advisory and related solutions.
• Engage prospective investors, internal partners, and existing clients to identify suitable services.
• Deliver clear one-on-one communications and presentations to large groups, including conferences, webcasts, and internal meetings.
• Collaborate with Offer Management, Product, and Marketing teams on wealth management solutions.

Requirements

• Bachelor’s degree.
• Active and valid FINRA Series 7 and Series 66 licenses.
• 10 years of experience in business development and relationship management with a proven record of success.
• 10 years of experience in wealth management, financial planning, and investment planning.
• Excellent oral and written communication skills.
• Ability to present clearly and articulately to large groups.

Nice to have

• CFP® designation or an equivalent MBA.
• Knowledge of traditional investment styles and vehicles, including separately managed accounts, ETFs, mutual funds, and fixed income assets.
• Understanding of investment strategy and industry trends.

Culture & Benefits

• Workplace flexibility balancing remote work with regular in-person collaboration.
• 401(k) with company match and 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.