VP, Financial Consultant - Seattle, WA

Location: On site in Seattle, WA, United States

Salary: USD $80,000–$105,000 per year, plus potential bonus or incentive opportunities

Company

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

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 the client practice through asset consolidation, networking, and client referrals.
• Advise clients on retirement, education, investment, banking, lending, insurance, and estate planning.
• Discuss market conditions, sound investing principles, and long-term investment strategies.
• Collaborate with Schwab specialists and apply advice guidelines to help clients progress toward their goals.

Requirements

• Active FINRA Series 7 license required.
• Must obtain or acquire FINRA Series 66, Series 63 or Series 65, and Life & Health Insurance licenses 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.
• Passion for community engagement and delivering a strong investor experience.

Culture & Benefits

• In-office collaboration in the specified Seattle location.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after every five years of service for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and medical, dental, and vision insurance.