VP, Financial Consultant - National Branch (Southern California) (Financial Planning)

Location: Phoenix, AZ, United States

Salary: USD $65,000–$110,000 per year

Company

hirify.global provides financial services and wealth management support for individual clients.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education goals, insurance, banking, lending, and estate planning.
• Manage and develop an existing book of Schwab clients.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Build trusted client relationships through focused communication and investor education.
• Use market knowledge, Schwab specialists, and advice guidelines to help clients pursue their financial goals.
• Adapt financial planning and investment strategies as market and business conditions evolve.

Requirements

• Active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Demonstrated ability to build relationships, establish trust, and exceed client expectations.
• Business development skills, including consistent sales activity and community engagement.
• Interest in wealth management, investment strategies, and professional development.

Nice to have

• CFP certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong bootcamp.
• Hands-on branch training, mentorship, and continued professional development.
• Four-level Financial Consultant career path with opportunities for advancement and leadership.
• Performance-driven incentive plan with unlimited earning potential.
• 401(k) with company match, employee stock purchase plan, health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, family-building benefits, tuition reimbursement, and a sabbatical after five years for eligible positions.