Business Development Officer (Wealth and Asset Management)

Location: 100% remote, but the selected candidate must currently live within Charlotte, NC

Salary: USD $170,000–$225,000 per year, plus eligibility for bonus or incentive opportunities

Company

hirify.global is a financial services company providing wealth management, investment management, and related 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 the wealth management offering 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.

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 experience in wealth management, including financial planning and investment planning.
• Knowledge of wealth management solutions, broader financial products, 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.
• Understanding 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 supporting remote work and regular collaboration.
• 401(k) with company match and an employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after every five years of service for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement plus medical, dental, and vision insurance.