Financial Consultant Partner- La Jolla, CA

Location: La Jolla, San Diego, California, United States

Salary: USD $30.10–$49.71 per hour, plus bonus and performance-based incentive opportunities

Company

hirify.global provides financial services focused on helping clients manage and take ownership of their financial futures.

What you will do

• Partner with Senior Financial Consultants to support affluent client practices, client engagement, service, and business development.
• Deliver client solutions aligned with financial goals and identify opportunities to deepen relationships.
• Prepare for client meetings, including documentation, follow-up, and accurate maintenance of client information.
• Collaborate with branch and firm partners to provide a consistent, high-quality client experience.
• Support daily branch operations and develop advisory skills through hands-on experience and mentorship.

Requirements

• Valid and active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses must be held or obtained during employment.
• Relevant experience in financial services or a client-facing, sales, or advisory environment is preferred.
• Strong attention to detail and accuracy in client interactions, documentation, and operational processes.
• Collaborative relationship-building, active listening, clear communication, coachability, and adaptability.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Ongoing branch training, mentorship, and career development support.
• Career path toward a Financial Consultant position and opportunities across leadership, branch, service, and support roles.
• 401(k) with company match, employee stock purchase plan, and tuition reimbursement.
• Health, dental, vision, parental leave, family-building benefits, paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.