Virtual Financial Consultant (Finance)

Location: Troy, Michigan, United States; fully remote/virtual model

Company

hirify.global provides banking, wealth services, lending, and financial solutions to individual and business clients.

What you will do

• Engage mass affluent clients through video, phone, and digital channels to assess needs and provide personalized financial guidance.
• Build and deepen a client book of business through referrals, proactive outreach, and ongoing relationship management.
• Develop and present financial plans covering investment management, retirement planning, estate planning considerations, and risk management.
• Recommend and sell covered investment and financial products in accordance with Flagstar Wealth Services policies.
• Refer clients to Private Bank, Mortgage, and Consumer Lending services when appropriate.
• Document recommendations and transactions, resolve account and service issues, and participate in quality assurance and compliance reviews.

Requirements

• Undergraduate degree in Finance, Business, Economics, or a related field, or 5+ years of relevant experience.
• At least 2 years of experience in financial services, wealth management, or investment advisory roles serving mass affluent or retail investment clients.
• Active FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65, required at the time of hire.
• Active Life and Health Insurance license, or the ability to obtain it within 90 days of hire.
• Strong proficiency with video conferencing, CRM systems, and digital financial planning software.
• Strong financial acumen, consultative sales skills, organization, independent judgment, and commitment to regulatory compliance.

Nice to have

• CFP® designation or active progress toward certification.
• Experience with LPL Financial, Raymond James, or similar brokerage and advisory platforms.
• Familiarity with fiduciary standards and Regulation Best Interest suitability requirements.
• Experience in a virtual or phone-based financial advisory model.

Culture & Benefits

• Fully virtual client advisory model with independent management of a remote book of business.
• Ongoing training, compliance reviews, and performance assessments.
• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program and potential variable incentives, bonuses, commissions, or other awards.
• Equal opportunity employment environment focused on ethical, client-first advisory practices.