Financial Education Consultant (Financial Wellness)

Location: San Juan, Puerto Rico, United States of America; hybrid work from a home office with regular onsite work and travel to client locations throughout Puerto Rico.

Salary: USD 60,000–75,000 per year.

Company

hirify.global helps clients build healthier and more financially secure workforces through benefits, health, wealth, wellbeing, navigation, and absence management solutions.

What you will do

• Deliver individual financial education meetings, group presentations, benefits fairs, workshops, and other onsite and virtual educational events.
• Explain retirement plan features, financial planning resources, and financial wellbeing programs in clear, accessible language.
• Educate participants on financial goals, retirement strategies, savings approaches, investment approaches, and available planning tools.
• Tailor presentations, workshop materials, and recorded learning content to client needs.
• Prepare monthly activity reports covering sessions, attendance, topics, and participant feedback, and improve educational materials and engagement outcomes.
• Collaborate with clients and internal stakeholders, maintain client relationships, and travel to client locations as required.

Requirements

• Bilingual proficiency in Spanish and English.
• At least 3 years of experience delivering financial education workshops to individuals or employees, or at least 3 years of experience in a financial or investment call center combined with strong presentation skills.
• FINRA Series 6 or 7 and Series 65 or 66 licenses.
• CRPC designation, a similar certification, or willingness to obtain the designation within six months of hire.
• Ability to work onsite at client offices regularly and travel throughout Puerto Rico as required.
• Proficiency with Microsoft Office, particularly Excel for data analysis and PowerPoint for presentation development.
• Strong presentation, facilitation, verbal communication, and interpersonal skills.
• Ability to prioritize tasks, manage multiple client requests, and support timely delivery.
• Must have work authorization in the employing country that does not now or in the future require visa sponsorship.

Culture & Benefits

• Hybrid working arrangements include a home office, regular onsite client work, and travel throughout Puerto Rico.
• Health, dental, and vision coverage starts on Day One.
• Benefits include wellbeing programs, retirement plans with contribution matching, generous time off, and parental leave.
• Continuing education, training, and career growth opportunities are provided.
• Inclusive workplace with reasonable accommodations available during the hiring process.

Hiring process

• Offers are contingent on successfully completing applicable background checks, which may include identity, education, employment, criminal, sanctions/watch-list, credit, and drug checks.
• Virtual interviews must be conducted by video; the role follows a camera-on culture and may require occasional travel to a physical office.