Senior Financial Consultant Partner

Location: Atlanta, GA (Midtown), United States

Salary: USD $32.50–$58.51 per hour, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides wealth management and investment services to individuals and families through its Branch Network.

What you will do

• Provide dedicated support to Senior Financial Consultants and their practice clients through phone, email, and face-to-face interactions.
• Service clients, uncover additional needs, and support business development and relationship growth.
• Provide suitability guidance, recommendations, financial planning, and client onboarding in partnership with Senior Financial Consultants.
• Maintain client information in the CRM, prepare appointments, and manage follow-up activities.
• Identify leads, follow up on referrals, and engage prospective clients.
• Lead local event administration, including venue coordination, invitations, presentations, attendance, and post-event follow-up.

Requirements

• A valid and active Series 7 license is required.
• A valid and active Series 66 license, or Series 63/65, is required; licensing may be obtained as a condition of employment.
• Two years of Branch Network experience is required; experience as a Financial Consultant Partner or Investment Consultant is preferred.
• Three years of financial services experience is preferred.
• Strong written and verbal communication, prioritization, relationship development, and client service skills.
• Ability to follow applicable policies and procedures and maintain high ethical standards.

Nice to have

• Experience identifying new relationship development opportunities.
• Current knowledge of market events and their implications for clients.
• Experience building cross-enterprise working relationships.
• Willingness to become a Notary.

Culture & Benefits

• Team-based working model with one to three Senior Financial Consultants.
• Culture focused on trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, paid parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.