Financial Planning Consultant (Walnut Creek, CA)

Location: Walnut Creek, California, United States; resident workstyle

Salary: $70,304.00–$100,000.00 annually

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative long-term approach.

What you will do

• Partner with Financial Advisors to review portfolios, understand client goals, collect client data, and conduct financial analyses.
• Evaluate retirement needs and research planning alternatives for individuals and employers.
• Develop tailored financial analyses and comprehensive plans covering retirement, estate planning, risk management, education funding, and small business planning.
• Prepare customized observations, recommendations, client files, and presentations for meetings with existing and prospective clients.
• Monitor clients’ financial situations, respond to questions, and explain securities markets and relevant planning options.
• Support account maintenance, transaction processing, client communications, and compliance with firm and regulatory policies.

Requirements

• Bachelor’s degree in a related field.
• Three years of experience in financial services, with an emphasis on financial, retirement, or estate planning, or marketing these services.
• Securities Industry Essentials Exam (SIE), unless an exemption or grandfathering provision applies.
• Series 7 license.
• Series 63, 65, and/or 66 as required by the state, or the ability to obtain the required license within six months.
• Ability to perform detailed financial research, analysis, documentation, and client communication.

Culture & Benefits

• Professional development is supported through ongoing education and continuous learning about financial markets and the industry.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid time off may include vacation, holidays, sick leave, and parental leave.
• Travel is expected to be less than 25%.
• Work is guided by collaboration, accountability, client-focused decision-making, and continuous improvement.