VP, Financial Consultant (Financial Planning)

Location: Nashville, Tennessee, United States

Salary: USD $70,000–$80,000 per year, plus a performance-driven incentive plan.

Company

hirify.global provides investment, wealth management, retirement, banking, lending, and financial planning services.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education goals, insurance, estate planning, and banking and lending.
• Manage and develop an existing book of Schwab clients while building lasting client relationships.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long-term wealth strategies with clients.
• Use Schwab specialists, advice guidelines, market knowledge, and client communication strategies to help clients achieve their goals.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during tenure.
• Strong business development, client communication, relationship-building, and trust-building skills.
• Ability to manage wealth and implement financial planning and investment strategies.
• Ability to adapt to changing market and business conditions.

Nice to have

• CFP certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong immersive bootcamp.
• Hands-on branch training, mentorship, and continued professional development.
• Four-level Financial Consultant career path with advancement opportunities.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, family-building benefits, and a 28-day sabbatical after five years for eligible positions.
• Tuition reimbursement and medical, dental, and vision insurance.