VP, Financial Consultant- Brea, CA

Location: Brea, California, United States; branch-based position

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

Company

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

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education, insurance, lending, and estate planning.
• Manage and develop an existing book of Schwab clients while building lasting relationships.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long-term investment strategies with clients and community members.
• Use Schwab specialists, advice guidelines, market knowledge, and financial planning expertise to help clients progress toward their goals.
• Adapt financial planning and wealth management approaches as market and business conditions change.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, during tenure.
• Obtain a Life & Health Insurance license during tenure.
• Demonstrated business development, client communication, relationship-building, and financial planning skills.
• Ability to manage wealth and provide guidance across investment and personal financial needs.

Nice to have

• CFP certification.

Culture & Benefits

• Four-week virtual Wealth Management University training followed by a weeklong in-person bootcamp.
• Hands-on branch training, mentorship, and ongoing professional development.
• Four-level Financial Consultant career track with advancement opportunities.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, parental leave, family-building benefits, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.