AVP, Financial Consulting (Wealth Management)

Location: HQ - San Diego, California, United States

Salary: $90,000–$98,000 per year, plus eligible annual discretionary cash and restricted stock unit bonus targets of 15% each.

Company

hirify.global provides technology-driven financial tools and services for individuals, small businesses, and companies.

What you will do

• Lead, coach, and develop six Financial Consultants managing $135 million in assets.
• Design and execute national distribution strategies across retail banking and advisory channels to grow assets under management and revenue.
• Deliver training on investment products, asset allocation, financial planning, and sales effectiveness.
• Act as a player-coach by supporting advisors in client meetings and developing investment proposals.
• Monitor sales performance, pipeline activity, and advisor productivity through KPIs and reporting frameworks.
• Maintain supervisory oversight of sales practices and marketing materials in line with FINRA, SEC, and internal policies.

Requirements

• 7+ years of experience in asset or wealth management distribution, including leadership of advisor teams and AUM growth.
• Strong knowledge of investment products, portfolio construction, and financial planning principles.
• Demonstrated ability to coach and develop financial advisors in technical and sales competencies.
• FINRA Series 7 and Series 66, or Series 63/65, required; Series 24 preferred.
• Bachelor’s degree required.
• Employment eligibility in the United States is subject to E-Verify and applicable federal requirements.

Nice to have

• Series 24 license.
• Advanced degree or professional designation such as CFA or CFP.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• Paid sick leave, three weeks of vacation, and approximately 11 paid holidays.
• HSA or FSA options and other voluntary benefits.
• 401(k) retirement plan with employer match and a 529 savings plan.
• Employee mortgage loan program and access to an hirify.global account with self-directed trading.
• Offers are contingent on credit, criminal background, and pre-employment drug screening.