Investment Consultant - Estero, FL

Location: Bonita Springs, Florida, United States

Salary: USD $27.40–$39.28 per hour, plus performance-based bonus and incentive opportunities.

Company

hirify.global provides investment and financial services focused on helping clients manage their financial futures.

What you will do

• Conduct proactive client outreach and needs-based conversations.
• Use 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 responsibilities, and professional development.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Work toward individual and team goals while taking ownership of learning and results.

Requirements

• 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, adaptability, and time-management skills.
• Ability to communicate clearly, influence client decisions, and identify relationship and business-growth opportunities.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, mentorship, coaching, and ongoing development.
• Career path toward a Financial Consultant position and other branch, service, support, or leadership opportunities.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, parental leave, family-building benefits, tuition reimbursement, paid vacation, and volunteering time.
• Twenty-eight-day sabbatical after every five years of service for eligible positions.