Experienced Financial Professional (US Only; Professional Designations Required)

TL;DR

Experienced Financial Professional (Finance): Conduct one-on-ones with employees on personal finance topics including stock options, retirement, budgeting, 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: US Only; Remote, work from anywhere within US

Company

hirify.global transforms financial health by partnering with companies to provide financial wellness benefits, digital tools, knowledge center, and access to top financial professionals.

What you will do

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

Requirements

• CFP required.
• CPA, EA, or other professional designations strongly preferred.
• At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor.
• Passion for financial planning and providing great customer experience.

Nice to have

• Experience building financial products or frameworks for expansion.

Culture & Benefits

• Drive industry transformation toward accessible personalized financial insights.
• Focus solely on financial planning and clients; no marketing or sales required.
• Access to proprietary technology for seamless work.
• Flexible hours and location within US; work alongside your own business.
• Direct impact on technology, company, and culture through feedback.