Financial Consultant Partner - Manhasset, NY

Location: Manhasset, New York, United States

Salary: USD $24.66–$47.07 per hour, plus bonus or incentive opportunities

Company

hirify.global provides financial services and wealth management solutions.

What you will do

• Partner with Senior Financial Consultants to support the growth and management of affluent wealth management practices.
• Deepen new and existing client relationships through service, advice, and relationship management.
• Identify business development opportunities and uncover client needs.
• Build, refresh, and deliver financial plans in partnership with Senior Financial Consultants.
• Update and compile client information in the internal CRM system.
• Manage local events as needed.

Requirements

• Active Series 7 license required; it may be obtained through the Branch Network Licensing Program as a condition of employment.
• Active Series 66 license, or Series 63/65 licenses, required; these may be obtained as a condition of employment.
• Three or more years of financial services industry experience preferred.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks, prioritize effectively, develop relationships, meet client needs, and manage expectations.
• Ability to build cross-enterprise working relationships; capability to become a notary preferred.

Culture & Benefits

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