VP, Financial Consultant (Wealth Management)

Location: Ardmore, Pennsylvania; Philadelphia, Pennsylvania; or Marlton, New Jersey

Salary: $75,000–$95,000 per year, plus a performance-driven incentive plan

Company

hirify.global provides wealth management and financial services through its branch network, helping clients plan and manage their financial futures.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education, banking and lending, insurance, and estate planning.
• Manage and develop an existing book of Schwab clients while building 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.
• Use Schwab specialists, advice guidelines, market knowledge, and client communication strategies to support financial goals.

Requirements

• Valid and active FINRA Series 7 license required.
• Ability to obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Experience or demonstrated ability in business development, client relationship building, and financial planning.
• Ability to adapt financial strategies as market and business conditions change.
• Ability to work at one of the listed branch locations in Pennsylvania or New Jersey.

Nice to have

• CFP® Certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong immersive bootcamp.
• Hands-on branch training, mentorship, and continued professional development.
• Four-level Financial Consultant career path with opportunities for advancement.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance, paid vacation, parental leave, tuition reimbursement, and a sabbatical after five years for eligible positions.