VP, Financial Consultant - Boise, ID (Wealth Management)

Location: Boise, Idaho, United States

Salary: $65,000–$85,000 per year, plus bonus or incentive opportunities

Company

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

What you will do

• Provide existing Schwab clients with wealth management and financial planning advice.
• Build lasting client relationships based on trust, respect, and shared financial goals.
• Grow a client practice through asset consolidation, networking, and client referrals.
• Advise clients across retirement, education, investment, banking and lending, insurance, risk management, and estate planning.
• Discuss market conditions, sound investing principles, and long-term investment strategies with clients.
• Coordinate with Schwab specialists and apply firm advice guidelines to help clients take action.

Requirements

• Active FINRA Series 7 license required.
• Must obtain FINRA Series 66, or Series 63/65, during employment.
• Must obtain a Life and Health Insurance license during employment.
• Ability to build strong relationships, earn trust, communicate with clients, and exceed client expectations.
• Knowledge of financial markets and the ability to adapt to changing market and business conditions.

Nice to have

• Existing experience with securities licensing and wealth management.
• Passion for community engagement and investor education.
• Desire to develop professionally in wealth management.

Culture & Benefits

• Supportive culture focused on trust, collaboration, continuous learning, and professional development.
• 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.
• 28-day sabbatical after every five years of service for eligible positions.
• Tuition reimbursement.