Wealth Advisor, Schwab Wealth Advisory

Location: On-site in Richfield, Ohio, United States

Salary: USD $100,000–$145,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides investment, wealth management, and financial advisory services.

What you will do

• Manage ongoing client relationships within Schwab Wealth Advisory.
• Deliver holistic financial planning aligned with client goals, risk tolerance, and long-term outcomes.
• Provide tailored, fee-based, non-discretionary investment guidance within Schwab’s investing approach.
• Translate complex financial concepts into clear recommendations clients can understand and act on.
• Coordinate client meetings, planning work, follow-through, and next steps with clients and advisory partners.
• Collaborate with an experienced advisory team on complex financial decisions and client outcomes.

Requirements

• Bachelor’s degree.
• Active FINRA Series 7 license; certified and current CFP® or CFA® holders may obtain it within 120 days of employment, subject to verification before hire.
• Active FINRA Series 66 license or equivalent; may be obtained within the first 120 days.
• Ability to build client trust, communicate clearly, manage time, and explain financial planning recommendations.
• Ability to receive feedback, recognize development needs, and escalate questions or concerns appropriately.
• Work on site in the specified location is required.

Nice to have

• CFP® or CFA® designation.

Culture & Benefits

• Culture focused on trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Twenty-eight-day sabbatical after every five years of service for eligible positions.
• Tuition reimbursement and health, dental, and vision insurance.