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13 дней назад

VP, Financial Consultant (Finance)

65 000 - 95 000$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
VP, Financial Consultant (Finance): Providing holistic financial guidance covering investing, retirement readiness, education planning, and wealth management for Schwab clients with an accent on relationship building, business development, and personalized investment strategies. Focus on growing an existing client book, managing retirement and investment plans, and applying banking, lending, insurance, and estate-planning solutions.

Location: Schaumburg, Illinois, United States

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

Company

hirify.global provides investment, wealth management, and financial services.

What you will do

  • Provide holistic financial guidance covering investing, retirement readiness, education, insurance, banking, lending, and estate planning.
  • Manage and develop relationships with existing and prospective clients.
  • Conduct warm outreach and grow the client book of business.
  • Discuss market conditions, investing principles, and long-term wealth strategies with clients.
  • Collaborate with branch managers, specialists, and mentors 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 tenure.
  • Obtain a Life & Health Insurance license during tenure.
  • Strong business development, relationship-building, communication, and financial planning skills.
  • Ability to manage client wealth and adapt to changing market and business conditions.

Nice to have

  • CFP® certification.
  • Interest in participating in the internal CFP Cohort Program.

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.

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