Retirement Plan Advisor

Location: Remote within the Milwaukee, Wisconsin territory; must be based in the territory and available to meet participants in person as needed. Applicants must be authorized to work for any employer in the U.S.

Base salary: $72,200.00–$101,975.00 per year, plus potential sales incentives or bonus opportunities.

Company

hirify.global provides retirement and financial services focused on helping customers achieve financial freedom.

What you will do

• Conduct retirement readiness reviews, individual meetings, and group presentations for targeted participants in defined contribution Government 457 plans.
• Use consultative, data-driven, and analytical approaches to improve participant retirement outcomes.
• Build and maintain strategic partnerships with stakeholders across assigned locations and employer-sponsored plans.
• Conduct virtual and on-site meetings, manage schedules and travel bookings, and participate in client and external meetings.
• Create and execute business plans and tactics supporting positive retirement income objectives.
• Document participant interactions in Salesforce, meet regulatory requirements, achieve service-level agreements and business goals, and collaborate with internal teams.

Requirements

• Bachelor’s degree or equivalent work experience in lieu of a degree.
• 3–5 years of relevant financial services experience.
• Strong presentation skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• Ability to think strategically and work independently.
• Strong relationship-building and territory-management skills.
• FINRA Series 6, 63, and 65 registrations required within the established timeline; current FINRA registrations are strongly preferred.
• FINRA fingerprinting is required upon hire.
• Must have authorization to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Working knowledge of Salesforce.
• Working knowledge of the building blocks of successful retirement planning.
• Basic understanding of defined contribution plans.
• Practical experience providing high-level, consultative client interactions.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and career growth.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, potential discretionary contributions, and a broad investment lineup.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, parental leave, disability leave, and FMLA programs.
• Inclusive business resource groups and a business-casual work environment.