VP, Financial Consultant - Richmond, VA

Location: Glen Allen, Virginia, United States

Salary: USD 70,000–110,000 per year, plus performance-driven incentives.

Company

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

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education, insurance, lending, and estate planning.
• Manage an existing book of Schwab clients and build long-term relationships.
• Conduct outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and wealth strategies suited to client needs.
• Coordinate with Schwab specialists and apply advice guidelines to help clients progress toward their goals.

Requirements

• Valid and active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licensing must be obtained during employment.
• Experience or capability in business development, client communication, relationship building, and financial planning.
• Ability to manage client wealth and adapt strategies as market and business conditions change.

Nice to have

• CFP certification.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong bootcamp.
• Hands-on branch training, mentorship, and a four-level Financial Consultant career path.
• Performance-driven incentive plan with additional earning potential.
• 401(k) with company match, employee stock purchase plan, and health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, family-building benefits, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.