Advice Integration Consultant (Financial Services)

Location: Remote within the United States

Salary: $120,467.00–$162,984.00 per year

Company

hirify.global provides financial advice, insurance, asset and wealth management, and financial planning services to its members.

What you will do

• Serve as the subject matter expert on Purpose-based Advice and support adoption of hirify.global’s financial planning framework across the enterprise.
• Partner with field advisory teams, leaders, Advice and Client Experience Leaders, Content Development, and Capacity Growth & Development teams.
• Gather and synthesize stakeholder feedback, communicate recommendations to Advice COE leadership, and support program and strategy decisions.
• Support the creation, updating, and delivery of training and learning experiences for field leaders, advisors, and business execution teams.
• Develop communication strategies, influence diverse stakeholders, resolve conflicts, and drive alignment around advice adoption.
• Monitor market trends, competitive conditions, client experience expectations, and evolving advice content.

Requirements

• Bachelor’s degree in Business, Economics, or a similar field.
• 5–7+ years of Financial Services experience, including 2+ years of operational experience and analysis of industry and/or business data.
• Strategic leadership, strong influence, collaboration, communication planning, and organizational skills.
• Deep knowledge of financial planning, the advisory working model, advice, insurance products, asset and wealth management, fee-based planning, mutual funds, and securities.
• Experience influencing experienced financial advisors and practices and driving advice adoption in a field organization.
• Ability to reconcile conflicting stakeholder opinions into a common point of view and coach leaders toward results.
• Comfort leading, coaching, and partnering with people in large groups, small groups, and one-on-one settings; adaptability and flexibility are required.
• Appropriate FINRA and insurance licensing: Series 7, 65/66, and LH.

Nice to have

• CFP and other professional designations.

Culture & Benefits

• Full-time remote work within the United States.
• Potential benefits include medical, dental, and vision insurance; HSA; FSA; 401(k); pension; life, disability, and supplemental protection insurance.
• 20 days of paid time off annually, Sick and Safe Time, 10 paid company holidays, Volunteer Time Off, paid parental leave, EAP, and well-being benefits.
• Various bonuses, including annual or long-term incentives, may be offered.
• Benefits eligibility is subject to applicable plan and policy documents, which may change at hirify.global’s discretion.