VP, Financial Consultant - Berkeley, CA

Location: Berkeley, California, United States

Salary: $80,000–$120,000 per year

Company

hirify.global operates in the finance and wealth management industry.

What you will do

• Provide existing clients with wealth management and financial planning guidance.
• Build trusted, lasting client relationships and deepen engagement.
• Grow the client practice through asset consolidation, networking, and referrals.
• Advise on retirement, education, investment, banking and lending, insurance, and estate planning.
• Use market knowledge, Schwab specialists, and advice guidelines to help clients pursue their financial goals.
• Engage with the community on market conditions, investing principles, and long-term strategies.

Requirements

• Active FINRA Series 7 license required.
• Ability to obtain FINRA Series 66 or Series 63/65 and Life & Health Insurance licenses during employment.
• Ability to build strong relationships, communicate with clients, earn trust, and exceed expectations.
• Ability to adapt to changing market and business conditions.
• Residential mortgage originators must complete SAFE Act background checks and NMLS registration requirements.

Culture & Benefits

• Supportive culture focused on trust, collaboration, continuous learning, and professional development.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a sabbatical after five years of service.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.