Financial Planner (Retirement Planning)

Location: Remote - Nationwide within the United States. Applicants must be authorized to work for any employer in the U.S. The role requires reliable high-speed wired internet and a suitable home workspace.

Base salary: $87,400–$123,400 per year, plus potential bonus opportunities.

Company

hirify.global provides financial planning, retirement, investment, and financial wellness services.

What you will do

• Develop and deliver comprehensive retirement and financial plans for participants of large and mega-sized institutional retirement plans.
• Conduct personalized consultations covering financial goals, investment objectives, retirement readiness, and long-term planning needs.
• Provide guidance on retirement savings, investment allocation, rollovers, HSAs, distributions, managed accounts, and financial wellness.
• Review participant portfolios as an Investment Adviser Representative and recommend suitable managed account solutions.
• Build long-term participant relationships, coordinate follow-up with participants and providers, and support implementation of financial decisions.
• Maintain consultation records in Salesforce and internal systems while collaborating with the dedicated services team.

Requirements

• Bachelor's degree or equivalent education and relevant professional experience.
• Certified Financial Planner (CFP) certification.
• Active FINRA Series 7, 63, and 65 registrations, plus required FINRA fingerprinting.
• At least three years of experience in financial services or the 401(k)/defined contribution retirement plan industry.
• At least two years of direct financial planning experience.
• Ability to evaluate comprehensive needs across investments, retirement, insurance, tax considerations, education savings, and estate planning.

Nice to have

• Master of Business Administration (MBA).
• Experience with personalized financial planning consultations and long-term client relationships.
• Experience with Salesforce or comparable CRM systems and financial planning software.
• Experience in digital, paperless, cloud-based, or remote financial services environments.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and career development.
• 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 upon hire, company holidays, floating holidays, paid volunteer time, and parental and disability leave.
• Inclusive Business Resource Groups and a focus on employee well-being and work-life balance.