Financial Consultant Partner (Wealth Management)

Location: Thousand Oaks, Ventura, CA, United States

Salary: USD $30.10–$49.71 per hour, plus bonus or incentive opportunities.

Company

hirify.global provides wealth management and financial services for individuals and families.

What you will do

• Support the growth and management of an affluent wealth management practice.
• Service practice clients, deepen relationships, and deliver financial advice.
• Partner with Senior Financial Consultants on business development opportunities.
• Identify client needs, manage expectations, and develop new relationships.
• Build, refresh, and deliver financial plans for practice clients.
• Update and compile client information in the internal CRM and manage local events as needed.

Requirements

• Valid and active Series 7 license required; it may be obtained through the Branch Network Licensing Program as a condition of employment.
• Valid and active Series 66, or Series 63/65, license required; the license may be obtained as a condition of employment.
• Strong written and verbal communication skills.
• Ability to prioritize multiple tasks, identify relationship-development opportunities, and manage client needs.
• Ability to build and maintain cross-enterprise working relationships.
• Capability to become a notary.

Nice to have

• 3+ years of financial services industry experience.
• Experience updating and compiling client information through a CRM tool.
• Experience managing local events.

Culture & Benefits

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