VP, Financial Consultant - Forest Hills, NY

Location: Forest Hills, NY

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

Company

hirify.global provides financial services and wealth management solutions to help clients manage their financial futures.

What you will do

• Provide existing Schwab clients with financial guidance, wealth management, and financial planning advice.
• Build and deepen client relationships through focused communication and trusted advisory support.
• Grow the client practice through asset consolidation, networking, and client referrals.
• Advise on retirement, education, investment, banking and lending, insurance, risk management, and estate planning.
• Use Schwab specialists, advice guidelines, market knowledge, and investing principles to support client goals.
• Engage clients in discussions about market conditions and long-term investment strategies.

Requirements

• Valid and active FINRA Series 7 license.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Register with the NMLS registry and remain in good standing if engaged in residential loan mortgage origination.
• Complete the required SAFE Act background check and registration process.
• Ability to build strong client relationships, communicate effectively, adapt to change, and collaborate with Schwab specialists.

Culture & Benefits

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