Wealth Consultant (Retirement Planning)

Location: Boston, Massachusetts, United States — onsite at 121 Seaport Blvd

Annual base salary: $94,800–$118,500 USD, plus potential incentive compensation.

Company

hirify.global provides retirement, investment, insurance, and financial services focused on helping individuals and communities achieve better financial outcomes.

What you will do

• Serve as the first point of contact for separated-from-service participants and near retirees.
• Provide objective retirement readiness consultations and educational discussions for mass-affluent defined contribution plan participants.
• Advise customers on appropriate outcomes, including staying in the plan, rolling to a new plan or IRA, or taking a cash distribution.
• Handle inbound transactional needs, including investment guidance and advice.
• Coordinate with in-plan advice, account consolidation, and rollover or financial advisor teams to implement recommended strategies.
• Identify sales opportunities while prioritizing customer retention and fiduciary responsibilities.

Requirements

• College degree required.
• 3–5 years of financial services or related experience preferred.
• Licenses and designation include Series 6, 63, 7, 65/66, and CRPC.
• Experience with sales, customer relationships, retirement planning, and retirement income planning.
• Strong understanding of insurance, securities, investments, and retirement product offerings.
• Ability to follow FINRA and Department of Labor fiduciary standards and deliver a strong customer experience.

Culture & Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6%.
• Employer-paid cash balance retirement plan with a 4% contribution.
• 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
• Tuition reimbursement of up to $5,250 per year and 40 hours of paid volunteer time annually.