VP, Financial Consultant (Finance)

Location: Towson, Maryland, United States

Salary: USD 75,000–95,000 per year

Company

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

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education, banking and lending, insurance and risk management, and estate planning.
• Serve an existing book of Schwab clients and build lasting client relationships.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long-term wealth strategies with clients and communities.
• Leverage Schwab specialists, advice guidelines, and market knowledge to help clients progress toward their goals.

Requirements

• Active FINRA Series 7 license required.
• Must obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Experience or ability in business development, client communication, relationship building, and financial planning.
• Ability to manage and adapt wealth strategies as market and business conditions change.

Nice to have

• CFP Certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong bootcamp.
• Hands-on branch training, mentorship, and individualized development.
• Four-level Financial Consultant career path with ongoing learning opportunities.
• Performance-driven incentive plan with unlimited earning potential.
• 401(k) with company match, employee stock purchase plan, paid leave, health, dental and vision insurance, parental leave, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.