VP, Financial Consultant - Harrisburg, PA

Location: Camp Hill, Pennsylvania, United States

Salary: USD 65,000–95,000 per year, plus a performance-driven incentive plan.

Company

hirify.global provides investment, retirement, banking, lending, insurance, and wealth management services to individual clients.

What you will do

• Provide holistic financial guidance covering investment management, retirement planning, education planning, banking and lending, insurance and risk management, and estate planning.
• Manage and develop an existing book of Schwab clients while building lasting relationships.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long-term wealth strategies with clients.
• Use Schwab specialists, advice guidelines, and market knowledge to help clients progress toward their financial goals.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, during employment.
• Obtain a Life and Health Insurance license during employment.
• Demonstrated business development, client communication, relationship-building, and financial planning skills.
• Ability to adapt to changing market and business conditions.

Nice to have

• CFP certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong bootcamp.
• Hands-on branch training, mentorship, and a four-level Financial Consultant career path.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, parental leave, and family-building benefits.
• Paid vacation, volunteering time, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.