Investment Consultant (Financial Services)

Location: Cincinnati, OH, United States

Salary: USD 57,000–89,800 per year, plus bonus and incentive opportunities tied to performance.

Company

hirify.global provides investment and financial services, supporting clients with wealth management and financial planning solutions.

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 professional development priorities.
• Collaborate with Financial Consultants and branch leaders to improve the client experience.
• Take ownership of learning, performance, and progress toward a Financial Consultant career path.

Requirements

• Valid and active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required for the role.
• Relevant experience in financial services or a client-facing, sales, or advisory environment is preferred.
• Strong motivation, persistence, adaptability, time management, communication, and relationship-building skills.
• Ability to work in a retail branch environment in Cincinnati, OH.

Nice to have

• Prior financial services, sales, advisory, or similar client-facing experience.

Culture & Benefits

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