Experienced Financial Professional (US Only; Professional Designations Required)

Location: Remote, United States only

Company

hirify.global provides digital financial wellness tools, financial education, and access to financial professionals through employee benefits programs.

What you will do

• Conduct one-on-one sessions with employees of partner companies on stock options, retirement, budgeting and savings, debt management, and other personal finance topics.
• Contribute to financial education content, programming, and product development.
• Partner with leadership to create frameworks for business expansion.

Requirements

• CFP certification is required.
• At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor.

Nice to have

• CPA, EA, or another professional designation.

Culture & Benefits

• Flexible hours with no required minimum number of hours.
• Work remotely from the desired location within the United States and alongside an existing business or RIA.
• Focus on financial planning and clients without responsibility for marketing or sales calls.
• Access to hirify.global's proprietary technology.
• Opportunity to influence new financial products, technology, and company culture.