Advice Consultant - Workplace Branch (Finance)

Location: On site in Phoenix, AZ; Westlake, TX; or Lone Tree, CO

Salary: USD $75,000–$120,000 per year, plus bonus or incentive opportunities.

Company

hirify.global provides retail brokerage, workplace financial services, wealth management, and investment solutions.

What you will do

• Provide holistic financial planning, education, and guidance to Stock Plan Services and Retirement Plan Services participants.
• Support corporate relationship participants across a broad range of wealth management needs.
• Answer in-the-moment questions and provide point-in-time financial guidance.
• Build relationships and deliver high-touch client service as a representative of Schwab.
• Coordinate with dedicated specialists to address complex financial needs.

Requirements

• Hold a valid and active Series 7 license.
• Hold a valid and active Series 66, or Series 63/65, license; required licenses may be obtained as a condition of employment.
• Communicate effectively and explain complex subjects to a variety of clients.
• Present confidently in one-to-one and virtual settings.
• Understand wealth management topics including investment, insurance, retirement, equity compensation, deferred compensation, education and family wealth, and estate planning.
• Understand corporate sponsor and consultant relationships.

Nice to have

• Bachelor’s degree or equivalent work experience.
• Experience in a fast-paced, changing environment.

Culture & Benefits

• In-office collaboration and onsite work at the specified location.
• 401(k) with company match and 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 adoption and family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.