Investment Consultant (Financial Services)

Location: Tysons Corner, Virginia, United States

Salary: $68,300–$97,900 per year, plus performance-based bonus and incentive opportunities.

Company

hirify.global provides investment and financial services focused on helping clients manage their financial futures.

What you will do

• Conduct proactive client outreach and needs-based conversations.
• Apply active listening and thoughtful questioning to align investment solutions with client goals.
• Build and maintain client relationships through accurate, timely support.
• Manage outreach, follow-ups, administrative work, and ongoing development.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Work toward individual and team goals while taking ownership of learning and results.

Requirements

• Active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
• Relevant financial services, client-facing, sales, or advisory experience is preferred.
• Strong motivation, persistence, adaptability, and ownership of professional development.
• Ability to prioritize multiple responsibilities and communicate clearly and persuasively.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, mentorship, coaching, and real-time feedback.
• Career path toward Financial Consultant and opportunities across leadership, branch, service, and support roles.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, parental leave, family-building benefits, tuition reimbursement, and a sabbatical after five years for eligible positions.