Financial Planner (Retail)

TL;DR

Financial Planner (Retail): Develop and deliver comprehensive financial plans for hirify.global Retail clients using MoneyGuidePro with an accent on understanding client circumstances, identifying goals, and analyzing current and alternative courses of action. Focus on presenting actionable plans, coordinating multi-meeting processes, and building long-term client relationships pre- and post-retirement.

Location: Remote - Nationwide (US). Applicants must be authorized to work for any employer in the U.S.; no sponsorship of employment visas including CPT/OPT

Salary: $87,400 - $123,400

Company

Financial services company providing retirement solutions and personal wealth management to help clients achieve financial freedom.

What you will do

• Understand clients' personal and financial circumstances and identify their goals
• Analyze current actions and develop alternative courses using MoneyGuidePro
• Present comprehensive financial plans and coordinate multi-meeting processes
• Manage pipeline of retail clients, onboard referrals from Advisors
• Support Advisors in delivering first-class client experiences
• Initiate proactive follow-ups and discuss all phases of financial planning including hirify.global products

Requirements

• Bachelor's degree or equivalent; MBA preferred
• CFP required
• FINRA Series 7, 63, 65 registrations and fingerprinting required
• 3+ years in financial services or 401k industry; minimum 2 years financial planning experience
• Demonstrated ability to create and present comprehensive financial plans one-on-one
• Experience with financial planning software (MoneyGuidePro, eMoney, Naviplan, etc.)

What will set you apart

• Exceptional client consultations and active listening skills
• Proven application of investments, insurance, tax, education, retirement, and estate planning
• Ability to build trust, navigate multiple needs, and achieve sales goals
• Comprehensive PC skills and quick learning of company systems

Culture & Benefits

• Flexible work environment with internal mobility and work-life balance focus
• Medical, dental, vision, life insurance; 401(k) with up to 6% matching and advisory services
• Tuition reimbursement up to $5,250/year; generous PTO, holidays, volunteer time
• Paid parental leave, short/long-term disability, FMLA
• Business-casual with jeans option; Business Resource Groups for inclusion
• Reliable high-speed wired internet required for remote work; office if inadequate home setup