Strategic Retirement Plan Advisor (Fintech)

TL;DR

Strategic Retirement Plan Advisor (Fintech): Guiding individuals in employer-sponsored retirement plans toward financial success by delivering personalized advice across all aspects of their financial lives with an accent on data-driven insights and proprietary tools. Focus on conducting financial assessments, developing tailored investment strategies, and helping participants take confident, informed action.

Location: Remote - Nationwide. 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. For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Salary: $87,400.00 - $123,400.00

Company

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

What you will do

• Conduct in-depth advice conversations to assess participants’ overall financial health.
• Utilize proprietary financial planning software to deliver detailed investment reviews and objective recommendations.
• Customize and implement actionable financial plans using analytical tools to identify needs and follow up to promote long-term financial behavior change.
• Lead one-on-one consultations and group education sessions, both virtual and in-person.
• Document participant interactions, advice, and recommendations in Salesforce.
• Build and maintain strategic partnerships internally and externally.

Requirements

• Bachelor’s degree or equivalent experience preferred.
• 7+ years of relevant financial services experience.
• FINRA Series 6, 63 and 65 registrations required.
• Strong interpersonal, communication, and presentation skills.
• Ability to travel to client sites as necessary (up to 50%).
• FINRA Fingerprinting required upon hire.

Nice to have

• Experience in sales and/or wealth management preferred.
• Proficiency with investment planning tools and financial wellness platforms.
• Skilled in Microsoft Office (Word, Excel, PowerPoint) and Microsoft Teams.
• Familiarity with Salesforce or other CRM systems.

Culture & Benefits

• Medical, dental, vision and life insurance.
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, 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.
• Paid volunteer time — 16 hours per calendar year.