Wealth Strategist II

Location: In-office in Pittsburgh or Erie, Pennsylvania, United States

Company

hirify.global is a banking and private wealth management organization serving clients through financial products, investment services, and relationship-based advice.

What you will do

• Develop, consult on, and implement tax, estate, and financial plans for Private Bank clients.
• Conduct research and prepare tax, estate, and financial analyses and recommendations.
• Collaborate with senior planning resources on complex matters and specialized subjects.
• Retain and grow assets under management by advising clients, prospects, and Centers of Influence.
• Identify hirify.global products and services as opportunities to deepen client relationships.
• Develop new client relationships through networking, prospecting, and referrals.

Requirements

• University or college degree or a comparable combination of education, certification, and experience.
• 3+ years of relevant or direct industry experience.
• JD education is listed for the position.
• Knowledge of client relationship management, investments, networking, decision-making, and problem-solving.
• Ability to manage business risks in accordance with hirify.global's Enterprise Risk Management Framework.
• Employment visas are not sponsored, and STEM OPT participation is not supported.

Culture & Benefits

• In-office work environment with an emphasis on an inclusive, supportive workplace.
• Medical, prescription drug, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care reimbursement.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on career level.