Certified Financial Planner - Retirement Solutions (Fintech)

Location: Fully remote within any of the lower 48 U.S. states; occasional travel is required, including visits to corporate offices, field locations, and client or producer seminars. The role supports plans on the East Coast and ideally suits candidates near a major metropolitan airport.

Salary: $87,000–$162,000 annually; expected starting range: $87,000–$131,000.

Company

hirify.global is a Fortune 100 financial services and insurance company helping individuals and businesses prepare for and protect their future.

What you will do

• Advise customers and sales representatives on retirement income plans, product features, administrative procedures, and new product recommendations.
• Prepare comprehensive financial plans, needs assessments, proposals, alternatives, and recommendations using approved planning software.
• Partner with Sales to track open proposals and support consistent client experiences and cross-sell opportunities.
• Research complex questions involving retirement products, investments, taxes, Social Security, and financial planning.
• Develop and deliver producer training and retirement planning seminars virtually and in person.
• Maintain regulatory records, monitor changes in the legal environment, and coordinate with compliance, communications, advice, systems, sales, and administration teams.

Requirements

• Bachelor’s degree in finance.
• Certified Financial Planner designation and required FINRA and insurance licenses, including FINRA 6, 63, 65 or 7/66, and life insurance licenses.
• At least two years of financial services experience specializing in financial planning.
• Knowledge of Profiles, Money Guide Pro, or similar financial planning software.
• Knowledge of investment products, financial concepts, investment management, and client service strategies.
• Strong analytical, organizational, research, initiative, and multitasking skills.

Nice to have

• Familiarity with property and casualty distribution.
• Experience supporting financial planning proposals, producer training, or retirement seminars.

Culture & Benefits

• Collaborative, client-facing environment focused on customer needs and consistent service.
• Medical, dental, and vision coverage, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Business-casual work environment and inclusive workplace culture.

Hiring process

• A valid credit and/or background check is required because of the role’s fiduciary account responsibilities.
• Applications are currently anticipated to remain open until October 30, 2026, subject to earlier closure.