Lead Workplace Planning & Advice - Advisory (Financial Services)

Location: Onsite at the Greenwood Village, Colorado office; applicants must be authorized to work for any employer in the United States. Working hours are between 8 a.m. and 9 p.m. EST. Visa sponsorship, including CPT/OPT sponsorship, is not available.

Base salary: $72,200–$101,975 per year, with potential bonus participation.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through retirement and investment solutions.

What you will do

• Provide live assistance and resolve complex escalated customer and associate questions through research, collaboration, and follow-up.
• Monitor calls for service quality, regulatory compliance, and adherence to the hirify.global Call Model.
• Review advice delivery and Best Interest Profiles against regulatory and supervisory standards.
• Identify trends in quality concerns, errors, and escalations, then recommend corrective actions.
• Coach, mentor, and cross-train associates while partnering with managers on training and performance needs.
• Act as a subject matter expert and support new product and process launches.

Requirements

• Bachelor’s degree or equivalent financial services experience.
• 3+ years of customer service experience and 2+ years in an advisory or retirement-plan role preferred.
• FINRA Series 7, 24, and 66 preferred; Series 9/10 may substitute for Series 24. FINRA fingerprinting is required.
• Deep knowledge of retirement plans, IRAs, brokerage, markets, regulations, and written supervisory procedures.
• Strong escalation management, organization, follow-up, consulting, presentation, and cross-functional collaboration skills.
• Proficiency with Windows, Microsoft Office Suite, and file management tools.

Culture & Benefits

• Inclusive professional office environment with opportunities for internal mobility and volunteering.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• 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.
• Business Resource Groups supporting inclusion and collaboration.