Investment Consultant

Location: Wayne, PA, United States

Salary: USD $30.10–$43.17 per hour, plus bonus and incentive opportunities tied to performance.

Company

hirify.global provides investment, wealth management, and financial services that help 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 client relationships through timely, accurate, and client-focused support.
• Manage outreach, follow-ups, administrative work, and competing priorities.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Take ownership of learning, performance, and professional growth.

Requirements

• Valid and active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
• Experience in financial services or a client-facing, sales, or advisory environment is preferred.
• Strong motivation, persistence, ownership, and goal orientation.
• Ability to adapt to feedback, manage multiple responsibilities, and communicate persuasively.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, mentoring, and ongoing development.
• Career path toward a Financial Consultant position and opportunities across branch, service, support, and leadership roles.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, paid parental leave, tuition reimbursement, and family-building benefits.
• Eligible employees can receive a 28-day sabbatical after every five years of service.