Financial Consultant Partner

Location: Lake Oswego, Oregon, United States

Salary: $51,300–$100,300 per year, plus bonus and incentive opportunities tied to performance.

Company

hirify.global provides wealth management and financial services focused on helping clients manage their financial futures.

What you will do

• Partner with Senior Financial Consultants to support affluent practices, client engagement, service, and business development.
• Support personalized client solutions aligned with financial goals.
• Identify opportunities to deepen client relationships and drive practice growth.
• Prepare for client meetings, including documentation and follow-up.
• 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 and Health Insurance licenses during employment.
• Relevant financial services or client-facing, sales, or advisory experience preferred.
• Strong attention to detail, active listening, adaptability, coachability, and collaborative relationship-building skills.

Nice to have

• Experience in financial services or a similar client-facing advisory environment.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Ongoing branch training, mentorship, and career development support.
• Clear progression path toward a Financial Consultant position and other branch or leadership opportunities.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance, paid vacation, paid parental leave, tuition reimbursement, and family-building benefits.
• Twenty-eight-day sabbatical after every five years of service for eligible positions.