Business Development Officer, Wealth and Asset Management - Northwest Region

Location: 100% remote, but candidates must currently live within the Greater Seattle Area, Washington

Salary: $175,000–$260,000 per year, plus eligibility for bonus or incentive opportunities

Company

hirify.global is a financial services company providing wealth management, investment, and advisory solutions.

What you will do

• Promote, retain, and support clients of Schwab Wealth Advisory.
• Build trusted relationships with local Financial Consultants and Wealth Advisors.
• Provide education and support to clients and investors interested in Schwab Wealth Advisory.
• Communicate the value of wealth management solutions through individual interactions and group presentations.
• Engage prospective investors, internal partners, and existing clients to address investor needs.
• Collaborate with Offer Management, Product, and Marketing teams on solution distribution and marketing efforts.

Requirements

• Bachelor’s degree.
• Active and valid FINRA Series 7 and Series 66 licenses.
• 10 years of business development and relationship management experience with a proven record of success.
• 10 years of wealth management experience, including financial planning and investment planning.
• Strong knowledge of wealth management, broader financial solutions, and industry trends.
• Excellent oral and written communication skills, including the ability to present 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.
• Experience presenting at industry conferences, webcasts, and internal meetings.

Culture & Benefits

• Workplace flexibility with remote work for this role.
• 401(k) with company match and 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, vision insurance, and tuition reimbursement.