Retirement Planning Cnslt I - Client Team (Austin, TX)

Location: Texas, United States — working from home; remote field/travel environment with occasional travel under 10% and possible local travel.

Salary: $66,000–$80,000 annually, plus potential annual bonus.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefits solutions.

What you will do

• Develop and execute strategies that encourage participants to work toward fully funded retirement goals.
• Build relationships with Human Resources, management, participants, and internal client-service partners.
• Conduct group education meetings, workshops, webinars, enrollment meetings, and one-on-one retirement planning meetings.
• Explain retirement plan funds, product options, performance, and available advice solutions.
• Identify asset retention opportunities, make appropriate recommendations, and refer participants to relevant product specialists.
• Maintain accurate participant records and contribute to retirement education and planning service initiatives.

Requirements

• Bachelor’s degree in a related field or equivalent business experience.
• Three years of financial services or related experience.
• FINRA Series 6 or 7 and Series 63, or ability to obtain Series 63 within six months.
• Retirement Plans Associate (RPA) or Chartered Retirement Plan Counselor (CRPC), or an accepted higher certification, or ability to obtain one within 12 months.
• Strong communication, interpersonal, presentation, organization, and time-management skills.
• Self-motivation, target orientation, and ability to learn new systems and technology quickly.

Nice to have

• Certified Financial Planner (CFP) certification.

Culture & Benefits

• Full-time employee position with competitive pay and bonus eligibility.
• Pension plan, 401k match, employee stock purchase plan, and employee discounts.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually, paid holidays, and parental leave.
• Tuition reimbursement, career training, wellness programs, backup care, and adoption assistance.
• Employee resource groups, inclusion and diversity programs, volunteer PTO, and matching gifts.