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Investment Consultant (Financial Services)

27 - 45$
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Investment Consultant (Financial Services): Developing client consulting skills through proactive outreach, needs-based conversations, and solution positioning with an accent on relationship management, financial services, and client-focused support. Focus on aligning investment solutions with client goals, managing outreach and follow-up, and building a path toward Financial Consultant responsibilities.

Location: Atlanta (Buckhead), Georgia, United States

Salary: USD $27.40–$45.14 per hour, plus bonus and incentive opportunities tied to performance.

Company

hirify.global provides investment, wealth management, 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 solutions with client goals.
  • Build client relationships through timely, accurate, and client-focused support.
  • Manage outreach, follow-ups, administrative work, and ongoing development.
  • Collaborate with Financial Consultants and branch leaders to improve the client experience.
  • Take ownership of learning, results, and professional growth.

Requirements

  • Active FINRA Series 7 license required.
  • FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
  • Relevant experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
  • Strong motivation, persistence, adaptability, time management, and goal orientation.
  • Ability to communicate clearly, build trust, influence decisions, and identify appropriate solutions.

Culture & Benefits

  • Four-week live virtual Wealth Management University training program.
  • Hands-on branch training, mentoring, coaching, and feedback.
  • Career path toward a Financial Consultant position and other branch, leadership, service, and support opportunities.
  • 401(k) with company match and employee stock purchase plan.
  • Health, dental, vision, paid vacation, paid parental leave, family-building benefits, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.

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