Experienced Financial Professional (Mexico Only; Professional Designations Required)

TL;DR

Experienced Financial Professional (Mexico): Conduct one-on-ones with employees on personal finance topics including stock options, retirement, and debt management with an accent on financial planning and customer experience. Focus on contributing to content development, product programming, and partnering with leadership to create expansion frameworks.

Location: Mexico only; remote, flexible hours, work from anywhere within Mexico.

Company

hirify.global is a financial wellness platform partnering with companies to provide employees with digital tools, knowledge resources, and access to financial professionals.

What you will do

• Conduct one-on-one sessions with employees at partner companies on personal finance topics like stock options, real estate, retirement, budgeting, savings, and debt management.
• Contribute to content development, programming, and product features.
• Partner with leadership to create frameworks for company expansion.

Requirements

• One or more active professional designations including CFP, CPA, AMIB, or comparable Mexico-specific designations
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Outstanding verbal and written communication in Spanish and English

Nice to have

• Passion for financial planning and customer experience

Culture & Benefits

• Flexible hours and location within Mexico; no dedicated hours required, can work alongside your own business.
• Access to proprietary technology for seamless work.
• Focus on financial planning and clients; no marketing or sales needed.
• Opportunity to influence technology, products, and company culture through feedback.
• Part of a mission-driven team backed by fintech investors.