AVP, Business Consultant (Fintech)

Location: Bedminster, New Jersey, United States; frequent travel to Bedminster, NJ and branch offices is required.

Base salary: $114,330–$190,550 per year

Company

hirify.global is a U.S. wealth management and financial services firm supporting independent financial advisors, financial institutions, investment solutions, fintech tools, and practice management services.

What you will do

• Support the Regional Branch Director in leading, managing, and coaching financial advisors and teams.
• Build advisor relationships and improve retention, satisfaction, and business growth.
• Execute regional sales strategies and support advisor recruitment and onboarding.
• Develop teaming and succession-planning opportunities, including successor identification and team mergers.
• Partner with consultants and internal teams to increase adoption of financial planning, advisory, and high-net-worth services.
• Drive growth in Same Store Sales, Net New Assets, and client satisfaction scores.

Requirements

• At least 5 years of financial services experience.
• At least 3 years of experience as a branch manager, associate complex manager, or in another field-based sales role.
• FINRA Series 7 and Series 66 licenses, or the ability to obtain them within 120 days.
• Ability to travel to branch offices and recruitment meetings, including frequent travel to Bedminster, NJ.
• Strong business acumen, communication, interpersonal, problem-solving, leadership, and change-management skills.

Nice to have

• Bachelor’s degree.
• At least 10 years of experience in financial services or wealth management.
• FINRA Series 9/10 or Series 24.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Opportunities to influence advisor growth and improve the ease of doing business.

Hiring process

• Application and recruiter communication through an official @lplfinancial.com email address.
• Interviews are conducted without online chatroom forums or requests for payment or banking information.