VP, Financial Consultant - Carlsbad, CA

Location: Carlsbad, California, United States

Salary: $75,000–$120,000 per year, plus a performance-driven incentive plan

Company

hirify.global provides wealth management, investment, banking, lending, insurance, and financial planning services to individual clients.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education, insurance, banking, lending, and estate planning.
• Manage and develop an existing book of Schwab clients while building lasting relationships.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long-term wealth strategies with clients and the community.
• Use Schwab specialists, advice guidelines, market knowledge, and communication strategies to help clients achieve their financial goals.
• Adapt and implement recommendations as market and business conditions change.

Requirements

• Valid and active FINRA Series 7 license.
• Ability to obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Experience or demonstrated ability in business development, client communication, relationship building, and financial planning.
• Ability to manage wealth across investment management, retirement planning, education planning, banking, lending, insurance, risk management, and estate planning.

Nice to have

• CFP certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong in-person bootcamp.
• Ongoing branch-based training, mentorship, and development with managers and experienced colleagues.
• Four-level Financial Consultant career path with advancement and leadership opportunities.
• 401(k) with company match, employee stock purchase plan, and health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, family-building benefits, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.