VP, Financial Consultant (Financial Services)

Location: Pleasanton, California, United States

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

Company

hirify.global provides wealth management, investment, banking, and financial planning services.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education goals, insurance, banking, lending, and estate planning.
• Manage and develop an existing book of Schwab clients.
• Build lasting client relationships through proactive communication and personalized financial planning.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long-term investment strategies with clients and the community.
• Collaborate with Schwab specialists, branch managers, peers, and mentors to support client outcomes.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Experience or ability in business development, relationship building, and client communication.
• Ability to manage wealth and adapt financial strategies as market and business conditions change.
• Work in Pleasanton, California, United States.

Nice to have

• CFP® certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong in-person bootcamp.
• Hands-on branch training, mentorship, and a structured four-level Financial Consultant career path.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, paid parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.