Investment Consultant (Fintech)

Location: Franklin, Tennessee, United States

Salary: USD $27.40–$45.14 per hour, plus bonus and performance-based incentive opportunities.

Company

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

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-up, administrative work, and competing priorities.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Take ownership of learning, performance, and professional growth.

Requirements

• Valid and active FINRA Series 7 license required.
• Hold or obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses; these are required for the role.
• Experience in financial services or a comparable client-facing, sales, or advisory environment is preferred.
• Demonstrated motivation, adaptability, time management, communication, resilience, and initiative.
• Work from the Franklin, Tennessee location.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, mentoring, coaching, and continuous development.
• Career path toward Financial Consultant and other leadership, branch, service, and support roles.
• 401(k) with company match, employee stock purchase plan, and tuition reimbursement.
• Health, dental, vision, paid parental leave, family-building benefits, vacation time, and a sabbatical after five years for eligible positions.