VP, Financial Consultant - Boston, MA

Location: Boston, MA, United States

Salary: USD $75,000–$100,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides financial services and wealth management solutions to retail clients.

What you will do

• Provide existing Schwab clients with financial guidance, wealth management, and financial planning advice.
• Build and grow a client practice through asset consolidation, networking, and client referrals.
• Develop trusted client relationships and deliver personalized investment and long-term wealth strategies.
• Advise across retirement planning, education planning, investment management, banking and lending, insurance and risk management, and estate planning.
• Engage clients on market conditions and sound investing principles while collaborating with Schwab specialists.

Requirements

• Active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Register with the NMLS registry and complete the required SAFE Act background check and registration process when engaged in residential mortgage loan origination.
• Build strong client relationships, establish trust, and communicate effectively.
• Apply market knowledge and adapt to changing market and business conditions.

Nice to have

• Experience or interest in comprehensive wealth management and financial planning.
• Passion for community engagement and investor education.
• Interest in continued professional development in wealth management.

Culture & Benefits

• Collaborative culture focused on trust, professional growth, and continuous learning.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid parental leave, and family-building benefits.
• Paid vacation and volunteering time, plus a 28-day sabbatical after five years for eligible positions.
• Tuition reimbursement.