Retirement Plan Advisor (Finance)

TL;DR

Retirement Plan Advisor (Finance): Assisting individuals in achieving successful retirement and planning their financial future with an accent on group and individual presentations for government 457 plan participants. Focus on conducting retirement readiness reviews, managing stakeholder relationships in the assigned territory, and executing data-driven business plans.

Location: Must reside within the assigned territory (Southeast Kansas, USA); hybrid role requiring regular travel and some overnight stays.

Salary: $72,200 - $101,975

Company

hirify.global is a financial services organization dedicated to transforming financial lives through flexible work environments and a focus on well-being and inclusion.

What you will do

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes for participants.
• Develop and maintain strategic partnerships with key stakeholders within the assigned territory.
• Manage a schedule of virtual and on-site meetings using professional communication technologies.
• Create and execute dynamic business plans to drive positive retirement income objectives.
• Document all client interactions in Salesforce to ensure regulatory compliance.
• Collaborate with internal management and service teams to enhance operational effectiveness.

Requirements

• Bachelor's degree or equivalent work experience.
• 3–5 years of relevant experience in financial services.
• Must be authorized to work for any employer in the U.S. (no sponsorship provided).
• FINRA Series 6, 63, and 65 registrations required within established timeline.
• Strong presentation and territory management skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.

Nice to have

• Current FINRA registrations.
• Working knowledge of Salesforce.
• Understanding of defined contribution plans and retirement planning building blocks.
• Experience in high-level consultative client interactions.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company and floating holidays.
• Paid parental leave, short-term, and long-term disability.
• 16 hours of paid volunteer time per year.