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.

Base salary: $72,200–$101,975 per year, with sales incentives and possible bonus eligibility.

Company

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

What you will do

• Conduct retirement readiness reviews, individual meetings, and group presentations for defined contribution Government 457 plan participants.
• Build and maintain strategic partnerships with stakeholders and employer-sponsored plan contacts across the assigned territory.
• Lead virtual and on-site meetings using appropriate technologies and manage scheduling and travel arrangements.
• Create and execute business plans and tactics that improve participants’ retirement income outcomes.
• Document participant interactions in Salesforce and collect information required for regulatory compliance.
• Collaborate with internal service and management teams while achieving service-level agreements and business targets.

Requirements

• Bachelor’s degree or equivalent relevant work experience.
• 3–5 years of relevant financial services experience.
• Strong presentation, relationship-building, strategic thinking, and territory management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, and 65 registrations required within the established timeline; current registrations strongly preferred.
• Must be authorized to work for any employer in the United States. Visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Working knowledge of Salesforce.
• Knowledge of retirement planning fundamentals and defined contribution plans.
• Experience providing high-level, consultative client interactions.

Culture & Benefits

• Flexible work environment with remote work within the assigned territory and occasional in-person participant meetings.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
• Inclusive business resource groups supporting collaboration and community involvement.