Wealth Advisor, Schwab Wealth Advisory

Location: Charlotte, North Carolina, United States; onsite work is required.

Salary: USD $100,000–$145,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides fee-based, non-discretionary investment advisory services focused on personalized financial planning, investment guidance, and fiduciary client relationships.

What you will do

• Manage ongoing client relationships and build trust through active listening and empathetic communication.
• Deliver holistic financial planning aligned with client goals, risk tolerance, portfolios, and long-term outcomes.
• Provide tailored investment guidance consistent with Schwab’s investment approach.
• Translate complex financial concepts into clear recommendations clients can understand and act on.
• Prioritize client meetings, planning work, follow-through, timelines, and next steps with clients and advisory partners.
• Collaborate with the advisory team to support complex financial decisions, client confidence, and long-term retention.

Requirements

• Bachelor’s degree.
• Active FINRA Series 7 license required. Certified and current CFP® or CFA® holders may obtain it within 120 days of employment, subject to verification before hire.
• Active FINRA Series 66 license or equivalent required. May be obtained within the first 120 days.
• Ability to apply financial planning principles and communicate recommendations clearly.
• Strong client relationship, organization, time management, coachability, and self-awareness skills.
• Ability to work onsite in Charlotte, North Carolina.

Nice to have

• CFP® or CFA® designation.

Culture & Benefits

• In-office collaboration within a culture of trust and teamwork.
• Continuous learning and professional growth opportunities.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid parental leave, and family-building benefits.
• Paid vacation and volunteering time, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.