Financial Consultant Partner

Location: West Hartford, CT, United States

Salary: USD $62,600–$97,900 per year, plus bonus and incentive opportunities tied to performance.

Company

hirify.global provides investment and wealth management services that help clients manage their financial futures.

What you will do

• Partner with Senior Financial Consultants to support client engagement, service delivery, and practice growth.
• Support client solutions aligned with financial goals and identify opportunities to deepen relationships.
• Prepare for client meetings, including documentation, coordination, and follow-up.
• Collaborate with branch and firm partners to deliver a consistent client experience.
• Maintain accurate client information and support daily branch operations.

Requirements

• Valid and active FINRA Series 7 license.
• Ability to hold or obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
• Strong attention to detail, active listening, adaptability, coachability, and collaborative relationship-building skills.
• Work is based in West Hartford, Connecticut.

Culture & Benefits

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