Financial Consultant Partner (Financial Services)

Location: Woodland Hills, Los Angeles, CA, United States

Salary: USD $32.84–$47.07 per hour, plus bonus and performance-based incentive opportunities.

Company

hirify.global provides financial services and wealth management solutions, supporting clients in managing their financial futures.

What you will do

• Partner with Senior Financial Consultants to support affluent client practices, engagement, service, and business development.
• Support client solutions aligned with financial goals and identify opportunities to deepen relationships.
• Prepare for client meetings, manage documentation, and complete follow-up activities.
• Collaborate across the branch and firm to deliver a consistent client experience.
• Maintain accurate client information and support daily branch operations.

Requirements

• Valid and active FINRA Series 7 license required.
• Currently hold or obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Relevant experience in financial services or a client-facing, sales, or advisory environment is preferred.
• Strong attention to detail, active listening, adaptability, coachability, and collaborative relationship-building skills.

Culture & Benefits

• Four-week live virtual Wealth Management University followed by branch-based training, mentorship, and hands-on development.
• Career path toward a Financial Consultant position, with opportunities to explore leadership and expanded branch or support roles.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and a 28-day sabbatical after five years for eligible positions.
• Medical, dental, and vision insurance, family-building benefits, and tuition reimbursement.