Retirement Planning Consultant I (Retirement Education) (Waco/North Austin)

Location: Texas, United States — working from home; remote field/travel environment with occasional travel under 10% and possible local travel

Salary: $66,000–$80,000 annually, plus potential sales/performance incentives and annual bonus eligibility.

Company

hirify.global is an international financial services company providing insurance, investment, retirement, and employee benefit solutions.

What you will do

• Develop and execute strategies that encourage participants to improve retirement readiness and meet plan metrics.
• Build educational relationships with Human Resources, management, participants, client executives, communication directors, and account managers.
• Conduct group education meetings, workshops, webinars, enrollment meetings, and one-on-one retirement planning meetings.
• Explain plan funds, product options, and retirement solutions; provide appropriate recommendations and connect participants with product specialists.
• Identify asset retention opportunities, open and fund solutions as an IAR and/or refer participants to the hirify.global Advice Center while following DOL fiduciary advice rules.
• Maintain accurate records, support Managed Advice participants and former employees retaining plan assets, and participate in organizational improvement projects.

Requirements

• Bachelor’s degree in a related field or equivalent business experience.
• Three years of financial services or related experience.
• Strong communication, interpersonal, presentation, organization, and time-management skills.
• Self-motivation to work toward defined targets and the ability to learn new systems and technology quickly.
• FINRA Series 6 or 7.
• FINRA Series 63, or the ability to obtain it within six months of the start date.
• Chartered Retirement Plan Counselor (CRPC) or a higher designation.

Nice to have

• Certified Financial Planner (CFP).
• FINRA Series 65 or 66.
• Bilingual Spanish skills.

Culture & Benefits

• Full-time employment with a remote field/travel work environment.
• Benefits may include a pension plan, 401(k) match, employee stock purchase plan, insurance coverage, tuition reimbursement, discounts, and career training.
• Paid time off starts at 160 hours annually in the first year, with ten paid holidays per year.
• Eligible employees may receive paid parental leave, adoption assistance, backup care, wellness support, employee assistance, and volunteer PTO.
• Inclusion and diversity programs, employee resource groups, recognition programs, and referral bonuses are available.