Retirement Planner (Fintech)

TL;DR

Retirement Planner (Fintech): Managing client conversations regarding retirement readiness and enrolling them in advisory services with an accent on asset growth and regulatory compliance. Focus on executing inbound/outbound campaigns, optimizing assets under management, and ensuring strict adherence to FINRA policies.

Location: Remote (Must be authorized to work in the U.S.)

Salary: $60,000 - $78,000

Company

hirify.global is a financial services provider focused on transforming financial lives by providing flexible retirement and wealth management solutions.

What you will do

• Conduct inbound and outbound calls to educate participants on retirement readiness and managed account offerings.
• Identify and execute opportunities to increase assets under management (AUM) while providing professional retirement planning.
• Ensure strict adherence to compliance and risk procedures to act in the participants' best interests.
• Document detailed client conversation notes for business development and follow-up purposes.
• Enroll participants in managed account offerings within the hirify.global Retail account.

Requirements

• At least 2 years of experience in the financial industry.
• Valid FINRA 7, 63 and 65 (or 66) registrations required.
• Successful completion of FINRA fingerprinting.
• Must be authorized to work for any employer in the U.S. (No visa sponsorship available).
• Strong accountability for results related to asset growth and participant retention.

Nice to have

• Bachelor’s Degree or equivalent professional experience.
• Chartered Retirement Planning Counselor (CRPC) designation.
• Experience as a fully licensed candidate.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company holidays and floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and disability programs (FMLA).