Financial Wellness Coach, Analyst

Location: Albany, NY, United States; office-based role

Base salary: $62,500–$70,000 per year, plus potential discretionary bonus

Company

hirify.global is a global investment banking, securities, and investment management firm; GS Ayco Financial Counseling partners with Fortune 1000 companies to design and implement tailored financial planning programs for their employees.

What you will do

• Complete required licensing and participate in the initial training program covering retirement, investing, budgeting and debt management, employee benefits, insurance, taxes, education funding, and estate planning.
• Develop holistic, personalized financial plans that help clients address financial challenges and achieve their goals.
• Prepare and deliver reports and analyses covering asset allocation, retirement planning, education funding, risk management, and federal income tax.
• Build long-term client relationships through scheduled appointments and inbound calls, explaining complex financial concepts and assisting with the digital platform.
• Become a subject matter expert in employee benefits, including 401(k) plans, pensions, insurance, equity awards, and deferred compensation.
• Identify suitable internal products and services while following company, industry, and compliance policies.

Requirements

• Bachelor’s degree.
• FINRA SIE, Series 7, and Series 66 licenses, or completion of the licensing requirements within the defined period after joining.
• Desire to build a long-term career as a client-facing advisor at hirify.global Ayco.
• Strong passion for personal financial planning and excellent client service through extensive daily client contact.
• Excellent verbal and written communication skills, including the ability to simplify and explain complex financial planning concepts to clients with different levels of knowledge.
• Integrity and sound judgment when handling confidential and sensitive information.
• Ability to multitask independently in a fast-paced environment, maintain strong attention to detail, and complete client deliverables accurately and on time.
• Excellent interpersonal skills for building client relationships and collaborating with colleagues.
• Desire to learn and ability to apply feedback constructively.

Nice to have

• Minimum 3.5 GPA.
• SIE license, CFP certification, and/or Life, Accident, and Health license.
• Customer service experience.
• Experience with eMoney financial planning software and Salesforce CRM.

Culture & Benefits

• Dedicated training team and continued professional development.
• Support for licensing requirements and practical training through client scenarios.
• Benefits and wellness offerings for eligible active US employees working at least 20 hours per week.
• Commitment to diversity, inclusion, reasonable accommodations, and professional growth.