Investment Consultant - West Bloomfield, MI

Location: Birmingham, MI / West Bloomfield, MI, United States

Salary: USD $51,300–$97,900 per year, plus performance-based bonus and incentive opportunities.

Company

hirify.global provides investment and financial services and helps clients manage their financial futures.

What you will do

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

Requirements

• A valid and active FINRA Series 7 license is required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
• Relevant experience in financial services or a client-facing, sales, or advisory environment is preferred.
• Strong motivation, persistence, adaptability, time management, and organizational skills.
• Ability to communicate clearly and persuasively, build trust, and guide client decisions.
• Residential mortgage originators must complete SAFE Act NMLS registration and background-check requirements.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, coaching, and mentorship.
• Clear career path toward a Financial Consultant position and other branch, leadership, service, and support opportunities.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, paid vacation, paid parental leave, tuition reimbursement, and family-building benefits.
• Eligible positions include a 28-day sabbatical after five years of service.