Investment Consultant (Financial Services)

Location: Charlottesville, VA, United States; onsite

Salary: USD $27.40–$39.28 per hour, plus bonus and performance-based incentive opportunities.

Company

hirify.global provides investment and financial services focused on helping clients manage their financial futures.

What you will do

• Conduct proactive client outreach and needs-based conversations.
• Apply active listening and thoughtful questioning to align investment solutions with client goals.
• Build client relationships through timely, accurate, and client-focused support.
• Manage outreach, follow-ups, administrative work, and competing priorities.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Take ownership of learning, results, and professional growth.

Requirements

• A valid and active FINRA Series 7 license is required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
• Relevant experience in financial services or a client-facing, sales, or advisory environment is preferred.
• Demonstrated motivation, persistence, ownership, adaptability, and resilience.
• Strong time-management, communication, active-listening, and influencing skills.
• Initiative to identify client opportunities and contribute to business growth.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, coaching, mentoring, and real-time feedback.
• Career path toward Financial Consultant and opportunities in leadership, branch, service, and support roles.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, paid parental leave, tuition reimbursement, and family-building benefits.
• Eligible employees can receive a 28-day sabbatical after five years of service.