VP, Financial Consultant (Financial Planning)

Location: Sunnyvale, California, United States

Salary: USD 80,000 per year, plus a performance-driven incentive plan

Company

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

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education goals, banking and lending, insurance, and estate planning.
• Manage and develop an existing book of Schwab clients.
• Conduct warm outreach to existing and prospective clients to grow the book of business.
• Build trusted client relationships through focused communication and personalized investment strategies.
• Discuss market conditions, sound investing principles, and long-term wealth strategies with clients and communities.
• Collaborate with Schwab specialists, branch managers, peers, and mentors to support client outcomes.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain or acquire FINRA Series 66, or Series 63/65, during employment.
• Obtain a Life & Health Insurance license during employment.
• Demonstrated ability in business development, client communication, relationship building, and financial planning.
• Ability to adapt financial strategies as market and business conditions change.

Nice to have

• CFP Certification.

Culture & Benefits

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