Sr. Banker (Schwab Wealth Advisory)

Location: Hybrid work in Orlando, Florida, or Sandy Springs, Georgia

Salary: $105,000–$175,000 per year

Company

hirify.global provides investment, banking, lending, brokerage, and wealth management services for retail and high-net-worth clients.

What you will do

• Advise Schwab Wealth Advisory clients on lending, deposit, and trust products, pricing, and deal structures.
• Partner with Wealth Advisory, sales, credit, operations, trust, and deposit teams to identify opportunities and develop recommendations.
• Manage the banking client experience from initial contact through loan funding or account establishment.
• Identify complex transaction structures involving entities, trusts, guarantors, unique properties, construction, and multiple co-borrowers.
• Track banking applications and act as the primary liaison among clients, partners, service teams, credit, risk, and third-party vendors.
• Address loan-process issues and support underwriting requests for additional information.

Requirements

• At least 5 years of successful lending consultation and business development experience in financial services or experience serving HNW/UHNW clients.
• Expert knowledge of residential mortgages, home equity lines of credit, and securities-based loans, plus familiarity with deposits, cash management, margin products, and business banking structures.
• Ability to analyze cash flow and balance sheets, prepare personal financial statements, and apply knowledge of estate planning, entity structuring, and tax strategies.
• Strong diplomacy, discretion, communication, presentation, relationship-building, collaboration, and organizational skills.
• Strong command of mortgage underwriting guidelines; formal credit training is preferred.
• NMLS license required within 90 days of employment, along with Series 7 and 63/65 or 66 licenses.

Nice to have

• Banking experience with HNW/UHNW brokerage clients.
• Undergraduate or advanced degree.
• Formal credit training.

Culture & Benefits

• Hybrid work and flexibility balanced with regular in-person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Medical, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years for eligible positions.