VP, Financial Consultant (Financial Planning)

Location: Framingham, Massachusetts, United States

Salary: USD 75,000–95,000 per year

Company

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

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education goals, and long-term wealth strategies.
• Manage and develop relationships with existing and prospective clients.
• Conduct warm outreach and consistent business development activity to grow the book of business.
• Discuss market conditions, sound investing principles, and suitable investment strategies with clients.
• Apply financial planning across investment management, banking and lending, insurance and risk management, and estate planning.
• Collaborate with branch managers, Schwab specialists, and experienced peers to support client outcomes.

Requirements

• Must work in the Framingham, Massachusetts branch location.
• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, as required during employment.
• Obtain a Life & Health Insurance license as required during employment.
• Build trusted client relationships through strong communication, relationship-building, and business development skills.
• Adapt financial 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 support.
• Four-level Financial Consultant career path with opportunities for advancement.
• Performance-driven incentive plan with additional earning potential.
• 401(k) with company match, employee stock purchase plan, health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, family-building benefits, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.