Retirement Plan Advisor (401k)

Location: Remote within the assigned Austin, Texas territory; in-person and virtual client meetings required. Applicants must be authorized to work for any employer in the United States.

Base salary: $72,200–$101,975 per year, plus potential sales incentives or bonus.

Company

hirify.global provides retirement planning and financial services that help customers achieve financial freedom.

What you will do

• Conduct retirement readiness reviews, individual meetings, and group presentations for defined contribution 401(k) and Government 457 plan participants.
• Develop and maintain strategic relationships with stakeholders across the assigned territory and employer-sponsored plans.
• Lead virtual and on-site meetings, manage schedules and travel bookings, and participate in client and external meetings.
• Create business plans and tactics that improve retirement income outcomes and support annual targets.
• 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 with Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, and 65 registrations required within the established timeline; current registrations strongly preferred.
• FINRA fingerprinting is required upon hire, and U.S. work authorization is required; employment visa 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 financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, and paid parental and disability leave.
• Inclusive workplace with Business Resource Groups and community volunteering opportunities.