Investment Consultant - Seal Beach, CA

Location: Seal Beach, California, United States; hybrid work with regular in-person attendance

Salary: $35.10–$49.71 per hour, plus bonus and incentive opportunities tied to performance.

Company

hirify.global provides financial services and supports clients in taking ownership of their financial futures.

What you will do

• Conduct proactive client outreach and needs-based conversations.
• Apply active listening and thoughtful questioning to align financial solutions with client goals.
• Build client relationships through timely, accurate, and focused support.
• Manage outreach, follow-ups, administrative work, and competing priorities.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Work toward individual and team goals while taking ownership of professional development.

Requirements

• Active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
• Relevant experience in financial services or a client-facing, sales, or advisory environment is preferred.
• Demonstrated motivation, persistence, adaptability, and resilience.
• Strong time management, organization, communication, and influencing skills.
• Ability to take initiative, receive feedback, and identify opportunities to expand client relationships.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Ongoing hands-on training, mentorship, and coaching in the branch.
• Clear career path toward a Financial Consultant position and other branch, leadership, service, and support opportunities.
• Hybrid work and flexibility approach balancing workplace flexibility with regular in-person collaboration.
• 401(k) with company match, employee stock purchase plan, health, dental, vision, paid vacation, parental leave, tuition reimbursement, and family-building benefits.
• Eligible employees may receive a 28-day sabbatical after five years of service.