Financial Consultant (Workplace Investors)

Location: Owings Mills, Maryland, United States; hybrid work with up to one day per week from home.

Base salary: $80,000–$117,000 annually, plus potential discretionary bonus and overtime eligibility.

Company

hirify.global is a global asset management organization providing investment solutions and retirement planning services to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Provide comprehensive phone-based consultations to high-value retirement plan participants.
• Position retirement planning products and services during events such as separation from employment, retirement, and investment planning.
• Assess participant portfolio objectives and asset composition, then guide clients toward appropriate next steps.
• Retain and acquire assets through education, follow-up consultations, and asset consolidation discussions.
• Manage a pipeline of opportunities, organize leads and calendars, and serve as a consistent point of contact during client transitions.
• Resolve client inquiries, coordinate with back-office teams, and meet defined retention and sales targets.

Requirements

• Bachelor’s degree or an equivalent combination of education and relevant experience.
• At least 2 years of relevant inbound or phone-based sales experience.
• FINRA Series 7 and Series 66 licenses are required; licensing support is available for the role.
• Knowledge of hirify.global funds, products, services, retirement investment products, and qualified retirement plans.
• Ability to work in a fast-paced, dynamic environment and collaborate with back-office and shared services teams.

Nice to have

• At least 3 years of related inbound or phone-based sales experience.
• Knowledge of Microsoft Suite, Salesforce, or Synergy.
• Chartered Retirement Planning Counselor designation, to be obtained within 180 days of hire.
• Certified Financial Planner designation.

Culture & Benefits

• Hybrid work schedule with up to one day per week from home.
• Competitive compensation and annual bonus eligibility.
• Retirement plan and health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Inclusive workplace focused on collaboration, equal opportunity, and diversity of perspectives.