Wealth Management Academy Professional (Financial Planning)

Location: Omaha, Nebraska, United States. Relocation assistance may be available for candidates relocating from other states. Occasional travel of less than 10% of the year is required.

Salary: $22.02–$42.07 per hour

Company

hirify.global provides wealth management, financial planning, investment, and client service solutions.

What you will do

• Complete a 15-month rotational development program across Wealth & Advice Solutions.
• Study for and pass the SIE, Series 7, and Series 66 FINRA licensing exams during the first 3–4 months.
• Assist clients with trading and service needs through inbound phone, chat, and digital interactions.
• Develop client-centered communication, consultative judgment, market knowledge, and wealth management skills.
• Apply classroom learning, self-study, web-based development, coaching, and on-the-job experience.
• Transition upon successful completion to the Schwab Wealth Advisory Centralized Service Team.

Requirements

• Bachelor’s degree in any discipline from an accredited college or university.
• Completed or current enrollment in CFP Board-approved coursework.
• Interest in financial planning and advice and willingness to engage in face-to-face or virtual client conversations.
• Strong active listening, empathy, rapport-building, communication, and problem-solving skills.
• Ability to learn, adapt, collaborate with teammates and mentors, and apply coaching and feedback.

Culture & Benefits

• Structured learning, mentorship, coaching, and continuous professional development.
• Collaborative environment focused on integrity, service, and client-first advice.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance, paid parental leave, and family-building benefits.
• Tuition reimbursement, paid vacation and volunteering time, and a 28-day sabbatical after five years for eligible positions.