Growth & Development Manager, Virtual Advice (Financial Advice)

Location: Hybrid, supporting advisors serving clients across all 50 states and D.C.; regular on-site and virtual coaching is required.

Salary: $94,389–$127,703 per year

Company

hirify.global provides financial advice, investment, insurance, and related member services focused on helping people manage money and live balanced, purposeful lives.

What you will do

• Lead and develop a local team of nationally licensed virtual financial advisors and manage performance against sales and productivity goals.
• Conduct daily and weekly on-site and virtual coaching, support client calls, and strengthen consultative sales and advice-based recommendations.
• Build local team culture, deliver onboarding and training, and support advisor productivity and continuous improvement.
• Implement advice strategies, client service models, practice management standards, and client experience improvements.
• Interview, select, develop, and retain talent while facilitating career pathing and long-term development conversations.
• Collaborate with virtual advice leadership, market leaders, training, human resources, legal, compliance, field supervision, and processing teams.

Requirements

• Bachelor’s degree in business, management, or a related field, or equivalent experience.
• Prior financial advisor experience and multiple years leading a team of eight or more.
• Eligibility for securities and insurance licensing in all states and D.C. is required.
• Experience with financial planning, investment and insurance products, and consultative sales models.
• Ability to lead change, collaborate across departments, and manage employee performance and regulatory requirements.
• Experience working in a virtual or hybrid environment, with strong communication, organization, coaching, and relationship-building skills.

Nice to have

• FINRA Series 7 and 63/65 or 66 and Life/Health Insurance licenses; required licenses must be obtained within 120 days of hire or transfer.
• Advanced designation such as CFP®, ChFC, or CLU.
• Salesforce experience and familiarity with MoneyGuidePro or similar planning tools.

Culture & Benefits

• Mission-driven, client-centric culture focused on shared accountability, operational excellence, and partnership.
• Medical, dental, and vision insurance, plus health savings and flexible spending accounts.
• 401(k), pension, life, disability, and supplemental protection insurance.
• 20 days of paid time off, sick and safe time, 10 paid company holidays, volunteer time off, and paid parental leave.
• Potential bonuses and incentive programs, employee assistance, and well-being benefits.