VP, Financial Consultant (Wealth Management)

Location: Birmingham, Michigan, United States; onsite retail branch position.

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

Company

hirify.global provides wealth management, investment, retirement, banking, lending, insurance, and financial planning services.

What you will do

• Guide clients through holistic financial planning, including investing, retirement, education, insurance, lending, and estate planning.
• Manage and grow an existing book of Schwab clients through warm outreach and relationship development.
• Build trust with clients through focused communication and tailored financial guidance.
• Discuss market conditions, investing principles, and long-term wealth strategies with clients and community members.
• Collaborate with Schwab specialists, branch leadership, peers, and mentors to support client outcomes.

Requirements

• Valid and active FINRA Series 7 license required.
• Must obtain FINRA Series 66, or Series 63/65, during employment.
• Must obtain Life & Health Insurance licensing during employment.
• Strong business development, relationship-building, communication, and financial planning skills.
• Ability to adapt financial strategies as market and business conditions change.

Nice to have

• CFP® certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong in-person bootcamp.
• Ongoing 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, family-building benefits, and paid vacation.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.