Investment Consultant - Coral Gables, FL

Location: Coral Gables, Florida, United States

Salary: USD $26.88–$44.28 per hour, plus eligibility for bonus or incentive opportunities.

Company

hirify.global provides investment, brokerage, banking, and financial services.

What you will do

• Build a book of business through proactive outbound calls to existing clients.
• Conduct needs-based analysis to identify client opportunities.
• Position appropriate brokerage, banking, and financial products and solutions.
• Develop client relationships and deliver high-quality service.
• Collaborate with and learn from Financial Consultants through mentoring and observation.

Requirements

• Hold a valid and active Series 7 license, or obtain it through the Branch Network Licensing Program as a condition of employment.
• Hold a valid and active Series 66, or Series 63/65, license, or obtain the required license through employment.
• Hold a valid and active Life and Health Insurance license, or obtain it through employment.
• Business development experience is preferred.
• Two years of experience in the financial services industry is preferred.

Culture & Benefits

• Continuous learning, career development, and a collaborative work environment.
• 401(k) with company match and an employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.