VP, Financial Consultant

Location: Appleton, Wisconsin, United States

Salary: USD $70,000–$95,000 per year, plus bonus or incentive opportunities

Company

hirify.global provides financial services and wealth management solutions through its retail branch network.

What you will do

• Provide existing Schwab clients with financial guidance, wealth management, and financial planning advice.
• Build lasting client relationships based on trust, communication, and service.
• Grow the client practice through asset consolidation, networking, and client referrals.
• Advise on retirement, education, investment, banking, lending, insurance, risk, and estate planning.
• Discuss market conditions, investing principles, and long-term wealth strategies with clients.
• Coordinate with Schwab specialists and apply Schwab advice guidelines to help clients pursue their financial goals.

Requirements

• Valid and active FINRA Series 7 license.
• Ability to obtain FINRA Series 66 or Series 63/65 and Life & Health Insurance licenses during employment.
• Ability to build strong relationships, earn trust, communicate with clients, and exceed client expectations.
• Ability to adapt to changing market and business conditions.
• Employees involved in residential mortgage loan origination must register with the NMLS and complete the required SAFE Act background check and registration process.

Culture & Benefits

• Supportive culture focused on trust, collaboration, continuous learning, and professional development.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, and vision insurance.
• Paid vacation, volunteer time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.