VP, Financial Consultant - Chestnut Hill, MA

Location: Chestnut Hill, Massachusetts, United States; onsite branch role

Salary: USD 51,300–97,900 per year, plus a performance-driven incentive plan

Company

hirify.global provides investment, wealth management, banking, and financial services to clients.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education, banking and lending, insurance, risk management, and estate planning.
• Manage and develop relationships with existing Schwab clients and prospective clients.
• Conduct warm outreach and consistent business development activities to grow the book of business.
• Discuss market conditions, sound investing principles, and long-term investment strategies with clients.
• Use Schwab specialists, advice guidelines, market knowledge, and personalized communication to help clients progress toward their financial goals.

Requirements

• Active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63 and 65, during tenure in the role.
• Obtain Life and Health Insurance licensing during tenure in the role.
• Ability to build trusted client relationships, communicate effectively, and exceed client expectations.
• Ability to adapt financial planning and investment 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 in-person bootcamp.
• Ongoing branch training, mentorship, and individualized professional development.
• Four-level Financial Consultant career path with advancement and leadership opportunities.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, family-building benefits, and a 28-day sabbatical after every five years for eligible positions.
• Tuition reimbursement plus health, dental, and vision insurance.