Retirement Plan Advisor (Fintech)

Location: Remote, but must reside within the assigned New Hampshire territory, covering Concord, Manchester, and Salem, with travel as needed.

Base salary: $72,200–$101,975 per year, with potential sales incentives and bonuses.

Company

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

What you will do

• Conduct retirement readiness reviews, individual consultations, and group presentations for government 457 plan participants.
• Develop strategic partnerships with stakeholders and employer-sponsored plan representatives across the assigned territory.
• Lead virtual and on-site meetings, manage schedules and travel bookings, and participate in client and external meetings.
• Create and execute business plans to improve participants’ retirement income outcomes.
• Document participant interactions in Salesforce and maintain regulatory compliance records.
• Achieve service-level, plan-level, and individual business goals while collaborating with internal teams.

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; 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 opportunities for internal 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, and paid parental and disability leave.
• Inclusive business resource groups and a welcoming work environment.