Retirement Plan Advisor (Financial Services)

Location: Remote, but must reside in the Framingham, Massachusetts territory and be able to travel as needed. The role includes virtual and onsite meetings with public employees.

Base salary: $79,400–$112,175 per year, with potential sales incentives or bonus compensation.

Company

hirify.global provides retirement and financial planning services designed to help individuals and organizations achieve financial security.

What you will do

• Conduct Retirement Readiness Reviews, individual consultations, and group presentations for defined contribution Government 457 plan participants.
• Develop strategic relationships with stakeholders and employer-sponsored plan contacts across the assigned territory.
• Lead professional virtual and onsite meetings, manage scheduling, and arrange business travel.
• Create and execute business plans to improve participant retirement income outcomes.
• Document participant interactions in Salesforce and collect information required for regulatory compliance.
• Collaborate with internal service and management teams while meeting service-level agreements, individual goals, and business targets.

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 strongly preferred.
• Applicants 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, defined contribution plans, and 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 additional retirement benefits.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Inclusive business resource groups and a business-casual work environment.