Investment Consultant- Newport Beach, CA

Location: Newport Beach, California, United States; hybrid work with regular in-person collaboration.

Salary: USD $30.10–$49.95 per hour, plus bonus and incentive opportunities tied to performance.

Company

hirify.global provides financial services and wealth management support focused on helping clients manage their financial futures.

What you will do

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

Requirements

• Valid and active FINRA Series 7 license required.
• FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses are required.
• Strong motivation, persistence, ownership, and resilience in achieving individual and team goals.
• Ability to adapt to feedback, changing client needs, and evolving business priorities.
• Strong time management, organization, communication, and influencing skills.
• Financial services, client-facing, sales, or advisory experience is preferred.

Culture & Benefits

• Four-week live virtual Wealth Management University training program.
• Hands-on branch training, coaching, and mentorship.
• Career path toward a Financial Consultant position and other expanded roles.
• Hybrid flexibility balanced with regular in-person collaboration.
• 401(k) with company match, employee stock purchase plan, health, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, family-building benefits, tuition reimbursement, and a 28-day sabbatical after five years for eligible positions.