Investment Consultant (Financial Planning)

Location: Midland, Texas, United States; hybrid work with regular in-person collaboration.

Salary: USD $30.10–$43.17 per hour, plus bonus and performance-based incentive opportunities.

Company

hirify.global provides investment and financial services focused on helping clients manage their financial futures.

What you will do

• Conduct proactive client outreach and needs-based conversations.
• Use active listening and thoughtful questioning to align financial solutions with client goals.
• Build client relationships through timely, accurate, and focused support.
• Manage outreach, follow-ups, administrative work, and ongoing development.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Take ownership of learning, results, and professional growth.

Requirements

• Hold a valid and active FINRA Series 7 license.
• Currently hold or obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses.
• Demonstrate strong motivation, persistence, ownership, and goal orientation.
• Adapt to changing client needs, business priorities, feedback, and new information.
• Prioritize multiple responsibilities and remain organized in a fast-paced environment.
• Communicate clearly and persuasively while using active listening to understand client needs.

Nice to have

• Experience in financial services or a similar client-facing, sales, or advisory environment.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, coaching, mentoring, and real-time feedback.
• Clear career path toward a Financial Consultant role and other branch, leadership, service, and support opportunities.
• 401(k) with company match, employee stock purchase plan, and tuition reimbursement.
• Health, dental, vision, parental leave, family-building benefits, paid vacation and volunteering time.
• Twenty-eight-day sabbatical after five years of service for eligible positions.