Director, Wealth Management Coaching & Consulting – Northwest Region

Location: Must reside in the Northwest region covered by the role, with locations in Portland, Oregon, or Holladay/Salt Lake City, Utah; typical travel is approximately 50%.

Salary: USD $179,000–$224,000 per year, plus eligibility for bonus or incentive opportunities.

Company

hirify.global is a financial services company focused on making investing more accessible, understandable, and affordable.

What you will do

• Coach and develop branch employees to strengthen client engagement and wealth management capabilities.
• Teach financial planning concepts, tools, client dialogue, and appropriate wealth management strategies.
• Improve branch efficiency and effectiveness through targeted development strategies and practice management standards.
• Use business and performance metrics to identify trends and create tactical action plans.
• Consult with field leaders to improve growth, retention, client outcomes, and market performance.
• Influence organizational change through collaboration, partnership, and leadership.

Requirements

• BA/BS degree.
• FINRA Series 7 and Series 66 licenses.
• 10–15 years of experience in the financial services industry and at least 7 years of sales leadership experience.
• Comprehensive knowledge of wealth management, financial planning, brokerage, advised, and banking products and services.
• Strong coaching, employee development, communication, collaboration, organizational, and business judgment skills.
• Advanced Microsoft Excel and PowerPoint skills, with the flexibility to manage competing priorities.

Nice to have

• Industry certifications such as CIMA, CFP, CFA, or CWS.
• Experience coaching financial services professionals and applying financial planning concepts in client-facing or advisor-development settings.
• Experience using metrics and reporting to prioritize opportunities and build tactical action plans.
• Ability to influence experienced professionals and leaders without direct authority.

Culture & Benefits

• Hybrid work approach with regular in-person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and family-building benefits.
• Health, dental, vision insurance, and tuition reimbursement.