Investment Consultant (Financial Planning)

Location: Dana Point, California, United States; hybrid work with regular in-person collaboration

Salary: USD $30.10–$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.
• Position appropriate investment solutions aligned 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, results, and professional growth.

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, active-listening, questioning, communication, and influencing skills.
• Ability to take initiative, manage multiple responsibilities, and contribute to business growth.

Culture & Benefits

• Four-week live virtual Wealth Management University training.
• Hands-on branch training, coaching, mentoring, and continuous development.
• Clear career path toward a Financial Consultant position and other branch, service, support, or leadership opportunities.
• Hybrid work and flexibility with regular in-person collaboration.
• 401(k) with company match, employee stock purchase plan, health, dental, vision, paid vacation, parental leave, family-building benefits, tuition reimbursement, and a sabbatical after five years for eligible positions.