Investment Consultant (Financial Planning)

Location: Boise, Idaho, United States; hybrid work with regular in-person collaboration.

Salary: $51,300–$69,000 per year, plus performance-based bonus and incentive opportunities.

Company

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

What you will do

• Conduct proactive client outreach and needs-based conversations.
• Use active listening and thoughtful questioning to align financial 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

• Active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
• Experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
• Strong motivation, persistence, adaptability, and time-management skills.
• Ability to communicate persuasively, influence decisions, and identify opportunities to expand client relationships.

Culture & Benefits

• Four-week live virtual Wealth Management University program followed by hands-on branch training and mentorship.
• Career path toward a Financial Consultant position and other opportunities across branch, service, support, and leadership roles.
• Hybrid work approach with regular in-person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, parental leave, family-building benefits, tuition reimbursement, paid vacation, volunteering time, and an eligible 28-day sabbatical after five years.