Retirement Plan Advisor (Fintech)

TL;DR

Retirement Plan Advisor (Fintech): Assisting individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution plans with an accent on data-driven, analytical thinking to lead impactful conversations with participants. Focus on establishing and maintaining relationships with key stakeholders and achieving plan level and individual goals.

Location: Remote - Must reside within territory in the Colorado Front Range.

Salary: $75,800.00 - $107,075.00

Company

hirify.global is transforming financial lives by giving people the freedom to transform their own.

What you will do

• Conduct Retirement Readiness Reviews and other meetings with targeted participants to improve retirement outcomes.
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans.
• Conduct one-on-one virtual and on-site group meetings by using various technologies in a professional manner.
• Manage meeting schedule, including travel booking.
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants.
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance.

Requirements

• Bachelor's degree or equivalent work experience.
• 3 – 5 years relevant financial services experience.
• Strong presentation skills required.
• Proficiency in MS Word, Excel, PowerPoint, and Teams required.
• Strategic thinker who can work independently required.
• Strong relationship building and territory management skills required.
• FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
• FINRA fingerprinting required upon hire

Nice to have

• Working knowledge of Salesforce preferred.
• Working knowledge of building blocks for successful retirement planning preferred.
• Basic understanding of defined contribution plans preferred.
• Practical experience providing high-level, consultative client interactions preferred.

Culture & Benefits

• Medical, dental, vision and life insurance.
• Retirement savings – 401(k) plan with generous company matching contributions, financial advisory services and a broad investment lineup.
• Tuition reimbursement up to $5,250/year.
• Business-casual environment that includes the option to wear jeans.
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).