Financial Planning Business Consultant

Location: Remote — Wisconsin, United States

Salary: $89,360–$134,040 USD annually. Geographic-specific ranges may apply, including $98,320–$147,480 and $102,800–$154,200.

Company

hirify.global provides financial planning, investment, and insurance services with a focus on clients’ financial interests.

What you will do

• Partner with financial advisors to build and grow integrated financial planning practices.
• Consult on financial planning, investment products, suitability, portfolios, and client recommendations.
• Analyze client goals, financial situations, portfolios, statements, tax returns, and related documents.
• Coach advisors on presenting financial plans, investment cases, and responses to client objections.
• Lead projects that improve centralized services, workflows, planning adoption, and field productivity.
• Design and deliver training on financial planning, investments, technology, workflows, and program administration.

Requirements

• FINRA Series 7 and SIE registrations are required; fingerprinting is required.
• Bachelor’s degree in business, finance, or a related field.
• 3–5 years of financial services experience across brokerage and advisory investment platforms.
• Knowledge of investment markets, products, platforms, services, and comprehensive financial planning.
• Strong analytical, problem-solving, consultation, organizational, and communication skills.
• Ability to travel as needed.

Nice to have

• Three years of experience as a financial planner or investment sales producer.
• Financial planning designations such as CLU, ChFC, RICP, or CFP.

Culture & Benefits

• Full-time employment with a client-focused, equal-opportunity organization.
• Opportunities to contribute ideas, take on challenges, and assume leadership.
• Compensation is determined by skills, experience, market conditions, candidate location, and hiring-process factors.