Wealth Strategist III

Location: In-office in Cleveland, OH; Columbus, OH; or Detroit, MI

Base salary: $91,000–$185,900 per year, plus incentive compensation.

Company

hirify.global provides private banking and financial services.

What you will do

• Develop, consult on, and implement tax, estate, and financial plans for private banking clients, including complex cases.
• Conduct research and prepare tax, estate, and financial analyses and recommendations.
• Collaborate with planning resources and provide direction to wealth strategists and associates.
• Retain and grow assets under management through client advice and plan implementation.
• Build new client relationships through networking, prospecting, referrals, and Centers of Influence.
• Identify hirify.global products and services that support existing client relationships.

Requirements

• University or college degree, or a comparable combination of education, certifications, and experience.
• 5+ years of industry-relevant experience.
• JD degree.
• Knowledge of investments, financial operations, client relationship management, and value selling.
• Strong communication, networking, decision-making, critical-thinking, and problem-solving skills.
• Employment visas are not sponsored, and STEM OPT participation is not provided.

Culture & Benefits

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