VP, Financial Consultant (Financial Services)

Location: San Ramon, California, United States

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

Company

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

What you will do

• Manage and deepen relationships with existing and prospective clients.
• Grow a book of business through warm outreach, sales activity, and community engagement.
• Provide guidance on investing, retirement readiness, education planning, insurance, estate planning, and banking and lending.
• Discuss market conditions, investing principles, and long-term investment strategies with clients.
• Collaborate with Schwab specialists, branch leadership, and mentors to deliver financial guidance.

Requirements

• Valid and active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licensing must be obtained during employment.
• Strong business development, relationship-building, communication, and client engagement skills.
• Ability to manage wealth and adapt financial strategies as market and business conditions change.
• Work location: San Ramon, California, United States.

Nice to have

• CFP® certification.

Culture & Benefits

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