VP, Financial Consultant (Fintech)

Location: Corte Madera, California, United States

Salary: $75,000–$120,000 per year, plus a performance-driven incentive plan

Company

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

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education goals, and long-term wealth planning.
• Manage and grow an existing book of Schwab clients through relationship building and proactive outreach.
• Develop client relationships through focused communication and trusted financial guidance.
• Discuss market conditions, investing principles, and wealth strategies with clients and community members.
• Support retirement, education, investment, banking and lending, insurance, risk, and estate planning needs.
• Collaborate with Schwab specialists, branch managers, peers, and mentors to improve investor outcomes.

Requirements

• Valid and active FINRA Series 7 license.
• Obtain FINRA Series 66 or Series 63/65 and Life & Health Insurance licenses during employment.
• Experience or capability in business development, client communication, relationship building, and financial planning.
• Ability to manage wealth and adapt financial 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 and branch-based mentorship.
• Structured four-level Financial Consultant career path with ongoing professional development.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, parental leave, family-building benefits, and paid vacation.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.