VP, Financial Consultant - Burlington, VT

Location: South Burlington, Vermont, United States

Salary: $65,000–$90,000 per year, plus bonus or incentive opportunities

Company

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

What you will do

• Provide existing clients with wealth management and financial planning guidance.
• Build lasting client relationships based on trust and clear communication.
• Grow the client practice through asset consolidation, networking, and referrals.
• Support clients with retirement, education, investment, banking and lending, insurance, and estate planning.
• Discuss market conditions, sound investing principles, and long-term investment strategies.
• Coordinate with Schwab specialists and advice guidelines to help clients progress toward their goals.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, during employment.
• Obtain a Life & Health Insurance license during employment.
• Register with the NMLS registry and complete the required SAFE Act background check if engaged in residential mortgage loan origination.
• Ability to build strong relationships, earn trust, communicate with clients, and adapt to changing market and business conditions.

Culture & Benefits

• Supportive culture focused on trust, collaboration, continuous learning, and professional development.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.