Retirement Plan Advisor (Financial Services)

Location: Remote, but must be based in the Greater Atlanta metro area and work with public employees in the assigned territory.

Salary: $72,200–$101,975 base salary per year, with potential sales incentives or bonus compensation.

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 401(k) and Government 457b plan participants.
• Develop and maintain relationships with stakeholders across assigned employer-sponsored plans and territory locations.
• Conduct virtual and on-site meetings, manage scheduling and travel bookings, and participate in client and external meetings.
• Create business plans and tactics to improve participants’ retirement income outcomes.
• Document participant interactions in Salesforce and collect information required for regulatory compliance.
• Collaborate with internal service and management teams to meet service-level agreements and business goals.

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 are strongly preferred.
• Must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Working knowledge of Salesforce.
• Knowledge of retirement planning, defined contribution plans, and consultative client interactions.

Culture & Benefits

• Remote work with reliable high-speed wired internet and a suitable home workspace; office work may be required if connectivity or workspace standards are not met.
• 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, paid volunteer time, parental leave, disability benefits, and FMLA programs.
• Business Resource Groups supporting inclusion and collaboration.

Hiring process

• FINRA fingerprinting is required upon hire.