Retirement Plan Advisor - Spanish

Location: Remote, must reside within the assigned territory covering Oakland or Los Angeles, California, and Denver, Colorado; occasional travel is required between Colorado and California.

Base salary: $79,400–$112,175 per year, with potential sales incentives or bonus eligibility.

Company

hirify.global provides retirement and financial planning services that help individuals achieve financial freedom.

What you will do

• Conduct retirement readiness reviews, individual consultations, and group presentations for defined contribution plan participants.
• Provide consultative guidance to improve retirement outcomes and retirement income objectives.
• Build and maintain strategic relationships with plan stakeholders and employer-sponsored plans across the assigned territory.
• Manage meeting schedules, travel bookings, virtual meetings, and on-site group sessions.
• Document participant interactions in Salesforce and collect information required for regulatory compliance.
• Collaborate with service and management teams while meeting service-level agreements, plan goals, and business targets.

Requirements

• Bachelor’s degree or equivalent relevant work experience.
• 3–5 years of relevant financial services experience.
• Spanish bilingual skills required.
• Strong presentation, relationship-building, strategic thinking, and territory management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, and 65 registrations are required within the established timeline; fingerprinting is required upon hire.
• Must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Current FINRA registrations.
• Working knowledge of Salesforce and defined contribution retirement plans.
• Experience delivering high-level consultative client interactions.

Culture & Benefits

• Remote work with reliable high-speed wired internet and a suitable home workspace; office work may be required if connectivity or workspace standards are not met.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Paid time off, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
• Tuition reimbursement of up to $5,250 per year and access to inclusive Business Resource Groups.