Retirement Plan Advisor (Denver, Bilingual Spanish)

Location: Must be based in Denver, Colorado and available to meet individuals in person. The role is listed as remote within the Denver territory and includes virtual, on-site, and travel-based meetings.

Base salary: $75,800–$107,075 per year, with potential sales incentives and bonuses.

Company

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

What you will do

• Conduct retirement readiness reviews, individual consultations, and group presentations for defined contribution plan participants.
• Develop strategic relationships with stakeholders across assigned employer-sponsored plans and territory locations.
• Lead virtual and on-site meetings, manage schedules, and arrange business travel.
• Create and execute business plans to improve participants’ retirement income outcomes.
• Document participant interactions in Salesforce and collect information required for regulatory compliance.
• Meet individual and plan-level targets while collaborating with internal service and management teams.

Requirements

• Bachelor’s degree or equivalent relevant work experience.
• 3–5 years of relevant financial services experience.
• Bilingual Spanish required.
• Strong presentation, relationship-building, strategic thinking, and territory management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• Must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Current FINRA Series 6, 63, and 65 registrations.
• Salesforce experience.
• Knowledge of retirement planning and defined contribution plans.
• Experience providing consultative client service.

Culture & Benefits

• Flexible work environment with support for work-life balance and internal career mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, volunteer time, parental leave, disability benefits, and FMLA programs.
• Reliable high-speed wired internet and a suitable home workspace are required for remote work.