VP, Financial Consultant - Salt Lake City, UT

Location: Holladay, Utah, United States; onsite branch role

Salary: USD $70,000–$105,000 per year, plus a performance-driven incentive plan.

Company

hirify.global provides investment, wealth management, banking, and financial services to clients.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education goals, insurance, estate planning, and banking and lending.
• Manage and grow a book of existing Schwab clients while developing relationships with prospective clients.
• Conduct warm outreach and maintain consistent business development and sales activity.
• Discuss market conditions, investing principles, and wealth and long-term investment strategies with clients and the community.
• Build trust through focused communication, client relationship management, and collaboration with Schwab specialists.
• Adapt financial planning and investment approaches as market and business conditions change.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during tenure.
• Experience or capability in business development, relationship building, investment strategies, and financial planning.
• Ability to manage wealth across retirement, education, investment, banking and lending, insurance, and estate planning needs.
• Strong client communication skills and the ability to build trust and exceed expectations.

Nice to have

• CFP® Certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong bootcamp.
• Hands-on branch training, mentorship, and individualized career development.
• Four-level Financial Consultant career path with opportunities for advancement and leadership.
• 401(k) with company match, employee stock purchase plan, and health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, family-building benefits, and a 28-day sabbatical after five years for eligible positions.
• Tuition reimbursement and an internal CFP Cohort Program.