VP, Financial Consultant - Fremont, CA

Location: Fremont, Alameda County, California, United States

Salary: USD $75,000–$120,000 per year, plus bonus or incentive opportunities

Company

hirify.global is a financial services company helping clients manage investments and pursue their financial futures.

What you will do

• Provide existing clients with wealth management and financial planning advice.
• Develop client relationships built on trust and deliver a focused communication strategy.
• Grow the client practice through asset consolidation, networking, and referrals.
• Advise clients across retirement, education, investment, banking, lending, insurance, and estate planning.
• Engage clients on 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

• Valid and active FINRA Series 7 license.
• Ability to obtain FINRA Series 66, or Series 63/65, during employment.
• Ability to obtain Life and Health Insurance licensing during employment.
• Strong relationship-building, communication, and client engagement skills.
• Ability to adapt to changing market and business conditions.
• Residential mortgage originators must register with NMLS and complete the required SAFE Act background check and registration process.

Culture & Benefits

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