Certified Financial Planner - Retirement Solutions

Location: Fully remote within the lower 48 United States; ideal candidates live near a major metropolitan airport along the East Coast. Occasional travel to corporate offices, field locations, and client or producer events is required.

National salary range: $87,000–$162,000 per year. Expected starting salary range: $87,000–$131,000 per year.

Company

hirify.global is a Fortune 100 insurance and financial services company providing retirement, investment, and protection solutions to individuals and businesses.

What you will do

• Advise customers, Registered Representatives, and Investment Advisor Representatives on retirement income planning, product features, administrative procedures, and recommendations.
• Prepare comprehensive financial plans, needs assessments, proposals, alternatives, and recommendations using approved planning software.
• Partner with Sales to manage open proposals, support client presentations, and identify additional cross-sell opportunities.
• Develop and deliver producer training, retirement planning seminars, and entity-level presentations virtually and in person.
• Research technical questions involving investment products, tax matters, Social Security, retirement plans, and financial planning.
• Maintain regulatory records, monitor changes in the legal environment, and coordinate compliance with internal business functions.

Requirements

• Bachelor’s degree in finance.
• Certified Financial Planner designation required.
• FINRA 6, 63, 65 or 7/66 and life insurance licenses required.
• At least two years of financial services experience specializing in financial planning.
• Knowledge of Profiles, MoneyGuidePro, or similar financial planning software.
• Valid driver’s license and satisfactory driving record; a credit or background check is required.

Nice to have

• In-depth knowledge of investment management, financial concepts, investment products, and client service strategies.
• Familiarity with property and casualty distribution.
• Strong analytical, organizational, research, initiative, and multitasking skills.

Culture & Benefits

• Full-time, exempt position supporting a collaborative, client-facing retirement solutions team.
• Medical, dental, vision, 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 workplace and inclusive equal-opportunity culture.