Financial Consultant Academy - January 2027 Cohort

Location: On-site in San Ramon, California. Occasional travel of less than 10% annually may be required. Graduates are expected to transition into a role within the selected host location or market.

Salary: USD $28.85–$36.06 per hour

Company

hirify.global is a financial services company focused on helping clients manage their financial needs through investment and wealth management products and services.

What you will do

• Complete a 15-month rotational development program preparing for a career in wealth management and client relationship development.
• Prepare for and obtain the FINRA SIE, Series 7, and Series 66 licenses.
• Support retail clients through service and trading-related interactions.
• Develop knowledge of financial products, industry practices, consultative communication, and relationship management.
• Manage competing priorities, apply sound judgment, and resolve complex client questions in a fast-paced environment.
• Transition after successful completion into a business development role such as Investment Consultant or Financial Consultant Partner.

Requirements

• Completed bachelor's degree before the program start date or equivalent work-related experience.
• Ability to work on site in San Ramon, California.
• Ability to travel occasionally during the program, less than 10% annually.
• Client-focused approach with strong listening, trust-building, critical-thinking, judgment, and problem-solving skills.
• Ability to manage priorities, stay organized, follow through on commitments, and adapt in a fast-paced environment.
• Openness to feedback, coaching, continuous learning, and collaborative work.

Nice to have

• FINRA Securities Industry Essentials (SIE) license.
• At least one year of customer service experience.
• At least one year of sales experience.
• Experience building relationships through clear communication, active listening, and consistent follow-up.

Culture & Benefits

• Structured training, mentorship, coaching, and continuous learning opportunities.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid parental leave, and family-building benefits.
• Paid vacation, volunteering time, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.
• Culture focused on trust, collaboration, professional growth, and in-person work.

Hiring process

• Applications for the January 2027 cohort are accepted until 12 PM Central Time on September 14, 2026.
• Applicants must indicate their preferred location in the screening questions.