Strategic Retirement Plan Advisor (Financial Planning)

Location: Remote nationwide within the United States; travel to client sites may be required up to 50%.

Base salary: $87,400–$123,400 per year, with potential bonus or sales incentives depending on the position and performance.

Company

hirify.global provides retirement planning, investment, financial wellness, and wealth management solutions.

What you will do

• Conduct comprehensive advice conversations covering retirement readiness, investment management, household financial planning, and financial wellness.
• Use proprietary financial planning software and analytical tools to deliver investment reviews and tailored recommendations.
• Develop actionable financial plans and follow up with participants to support long-term financial behavior change.
• Lead individual consultations and group education sessions on retirement planning, investing, and financial wellness in virtual and in-person formats.
• Document participant interactions and recommendations in Salesforce while ensuring compliance and consistent follow-up.
• Build internal and external partnerships, refer suitable participants to wealth management solutions, and meet service-level and performance goals.

Requirements

• 7+ years of relevant financial services experience.
• Bachelor’s degree or equivalent experience preferred.
• FINRA Series 6, 63, and 65 registrations required.
• Strong interpersonal, communication, presentation, strategic thinking, and independent working skills.
• Deep understanding of defined contribution plans, financial planning principles, and investment management.
• Applicants must be authorized to work for any employer in the United States; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Experience in sales or wealth management.
• Proficiency with investment planning tools and financial wellness platforms.
• Microsoft Office, Microsoft Teams, Salesforce, or other CRM experience.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet and a suitable home workspace required.
• 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, ten paid company holidays, floating holidays, paid volunteer time, and leave programs including paid parental leave and disability coverage.
• Tuition reimbursement of up to $5,250 per year and access to inclusive Business Resource Groups.