Senior Financial Planner

Location: Fort Mill/Charlotte, United States

Salary: $76,323–$127,205 per year

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Design, analyze, and develop comprehensive financial plans for LPL advisors and their end clients.
• Present completed financial plans professionally and communicate expectations with advisors.
• Build advisor relationships through onboarding, integration, and ongoing service.
• Collaborate with teammates and business units throughout the plan development process.
• Identify advisor needs and referral opportunities across client experience, high-net-worth services, and tax planning.
• Maintain knowledge of wealth planning offerings, industry trends, and financial planning developments.

Requirements

• Bachelor's degree in Business, Finance, or equivalent experience.
• 5+ years of financial services experience.
• 3+ years of experience developing and presenting comprehensive financial plans.
• CFP® certification is strongly preferred; equivalent experience or progress toward CFP® is considered.
• Experience with eMoney, MoneyGuide, or RightCapital.
• Knowledge of retirement, personal wealth, risk management, and education planning, plus proficiency in Microsoft Office.

Culture & Benefits

• Collaborative, fast-paced, team-oriented work environment.
• Focus on integrity, creativity, continuous improvement, and client success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.