Advisory Consulting Manager (Financial Services)

Location: Minneapolis, Minnesota, United States; hybrid arrangement with at least four days per week in the office and one day per week from home. Overnight travel is required up to 25%.

Base salary: $87,400–$120,200 per year, plus potential variable pay such as bonuses, commissions, and long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance and annuity services to individual, small business, and institutional clients.

What you will do

• Conduct outbound calls to advisors in the assigned region and respond to inbound advisor inquiries.
• Provide technical expertise on advisory sales strategies, investment solutions, product rules, and regulations.
• Build relationships with product partners, Investment Research Group, regional teams, internal sales desks, and business partners.
• Support territory business planning, sales campaigns, field-leader initiatives, advisor and client presentations, and regional events.
• Track activities in Salesforce and business expenses in Concur, and use Microsoft Teams for advisor sales interactions.
• Travel within the region with the Wealth Management Solutions Regional Vice President for advisor calls, client events, and group presentations.

Requirements

• 5+ years of experience in financial services, financial sales, or financial wholesaling.
• Bachelor’s degree or equivalent in a related field.
• Active Series 7 and Series 63 and 65, or Series 66, or the ability to obtain the required licenses within 120 days.
• Valid United States work authorization without current or future visa sponsorship requirements.
• Ability to complete required coursework and maintain compliance with state and federal regulations and licensing requirements.

Nice to have

• Deep understanding of advisory platforms, including Active Portfolios, Signature Wealth, SPS Advantage, SPS Advisor, Separate Accounts, and Strategist UMA.
• CFP, CRPC, APMA, or ChFC designation, or a strong desire to achieve one.
• Experience as a financial planner, financial advisor, or investment broker, including experience with Ameriprise products and field structure.
• Sales, coaching, and financial wholesaling experience, with the ability to establish rapport and credibility quickly.
• Strong communication, influencing, presentation, organizational, relationship, teamwork, and prioritization skills.
• Openness to Quality Sales Call coaching, ability to work independently, and a clean compliance record.

Culture & Benefits

• Client-centric, relationship-based environment emphasizing in-person collaboration and face-to-face connection.
• Full-time exempt employment with a hybrid schedule and potential additional in-office expectations depending on the role.
• Vacation and sick time, 401(k), and health, dental, and life insurance benefits.
• Pay-for-performance compensation philosophy with potential bonus, commission, and long-term incentive eligibility.