Associate Wealth Advisor, Schwab Wealth Advisory

Location: Onsite in Orlando, Florida, or Atlanta, Georgia

Salary: USD $38.46–$52.88 per hour

Company

hirify.global provides financial services and investment advisory solutions, including Schwab Wealth Advisory, a fee-based, non-discretionary investment advisory service.

What you will do

• Support 2–4 Wealth Advisors with client servicing and advisory support.
• Service, deepen, and retain virtual client relationships.
• Help deliver customized financial planning support.
• Address foundational portfolio needs and apply core investment and market knowledge.
• Communicate priorities, risks, status, expectations, and next steps to clients and Wealth Advisors.
• Develop skills in client relationship management, asset allocation, risk awareness, and consultative communication.

Requirements

• Ability to prioritize work based on urgency, risk, and impact.
• Proactive, adaptable, and coachable approach to client service.
• Active and valid FINRA Series 7 license.
• Active and valid FINRA Series 66 license, or ability to obtain it within 120 days of employment.
• Understanding of core investment products, markets, regulatory requirements, and client-facing fundamentals.
• Preferred: financial-services client relationship experience and a bachelor’s degree or equivalent professional experience.

Culture & Benefits

• In-office collaboration with ongoing coaching, mentorship, and training through the Wealth Management Institute.
• 401(k) with company match and an employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years of service for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.