VP; Financial Consultant (Financial Planning)

Location: Atlanta, GA (Midtown), United States; branch-based position.

Salary: USD $70,000–$110,000 per year. Performance-driven incentive plan with additional earning potential.

Company

hirify.global provides investment, wealth management, banking, and financial guidance services to clients.

What you will do

• Provide holistic financial guidance covering investment management, retirement planning, education planning, banking and lending, insurance and risk management, and estate planning.
• Manage and grow a book of existing and prospective clients through warm outreach and consistent business development activity.
• Build trusted client relationships through focused communication and a high-quality investor experience.
• Discuss market conditions, sound investing principles, and long-term investment strategies with clients.
• Collaborate with branch managers, mentors, peers, and Schwab specialists to support client goals.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during tenure.
• Business development, client communication, relationship-building, and trust-building skills.
• Ability to manage wealth and implement investment and financial planning strategies.
• Ability to adapt to changes in market and business conditions.

Nice to have

• CFP certification.

Culture & Benefits

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