Назад
Company hidden
2 дня назад

Investment Consultant - Alexandria/Merrifield, VA

68 300 - 97 900$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Investment Consultant - Alexandria/Merrifield, VA (Financial Services): Building client relationships and positioning investment solutions through proactive outreach, needs-based conversations, and advisory support with an accent on active listening, solution alignment, and relationship management. Focus on managing client follow-ups, achieving individual and team goals, and developing toward a Financial Consultant role.

Location: Alexandria, VA or West Falls Church, VA

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

Company

hirify.global provides investment and financial services and supports clients in taking ownership of their financial futures.

What you will do

  • Conduct proactive client outreach and needs-based conversations.
  • Use active listening and thoughtful questioning to align solutions with client goals.
  • Build and maintain client relationships through timely, accurate, client-focused 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

  • Valid and active FINRA Series 7 license required.
  • FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
  • Relevant experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
  • Strong motivation, persistence, ownership, and resilience.
  • Ability to adapt to feedback, prioritize multiple responsibilities, and communicate clearly and persuasively.
  • Initiative to identify opportunities, expand client relationships, and contribute to business growth.

Culture & Benefits

  • Four-week live virtual Wealth Management University program followed by hands-on branch training and mentorship.
  • Clear career path toward a Financial Consultant role, with additional opportunities across leadership, branch, service, and support teams.
  • 401(k) with company match and employee stock purchase plan.
  • Health, dental, vision, paid vacation, paid parental leave, and family-building benefits.
  • Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →