Financial Coach (Fintech)

Location: Remote - Nationwide within the United States; Monday-Friday schedules aligned to Eastern, Central, or Mountain Time. Applicants must be authorized to work for any employer in the U.S.

Base salary: $58,500.00-$72,000.00 per year, plus potential bonus or sales incentives depending on role and performance.

Company

hirify.global provides workplace retirement, investment, financial planning, and financial wellness services.

What you will do

• Provide education, advice, and financial wellness conversations to help participants select appropriate financial planning and investment options.
• Support participants enrolled in managed account offerings during high-volume periods and use online planning tools and conversation guides.
• Manage inbound queues and appointments, make outbound calls as needed, and maintain critical service timeframes.
• Provide direct advice using proprietary financial planning tools and help customers adopt solutions in their best interests.
• Follow compliance and risk procedures while identifying trends, improving service quality, and pursuing opportunities to consolidate and grow client assets.
• Meet monthly performance expectations and participate in coaching and internal development opportunities.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional work.
• FINRA 7 and 66 registrations, or FINRA 63 and 65 registrations, required within corporate-established timelines.
• FINRA fingerprinting is required.
• Ability to work the assigned Monday-Friday schedule for the applicable location: 12:30 p.m.-9:00 p.m. ET, 11:30 a.m.-8:00 p.m. CT, or 10:30 a.m.-7:00 p.m. MT.
• Authorization to work for any employer in the U.S. is required.
• Reliable high-speed wired internet and a suitable home workspace with limited disruption are required for remote work.

Nice to have

• Success in performance-focused roles or similar experience.
• Experience managing multiple priorities, stressful situations, and customer interactions.
• Consultative skills for understanding needs and presenting customer-focused solutions.
• Working knowledge of Microsoft Office and the ability to learn new technology systems.
• Previous inbound and outbound phone experience.
• Limited, infrequent travel may be required.

Culture & Benefits

• Flexible work environment with internal mobility, career development, and an inclusive workplace.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, and paid leave programs.
• Business Resource Groups supporting inclusion and collaboration.