CFP Relationship Manager (Fintech)

TL;DR

CFP Relationship Manager (Fintech): Guiding customers through structured financial planning processes and providing advice on tax and estate planning with an accent on asset consolidation and long-term financial organization. Focus on interpreting planning outputs, coordinating with internal and external partners, and enhancing customer engagement through compliant financial guidance.

Location: Hybrid (Must be based in Chicago, IL; Denver, CO; Lake Mary, FL; Menlo Park, CA; New York, NY; or Westlake, TX). In-person attendance expected at least 3 days per week.

Salary: $153,000 - $230,000 USD

Company

hirify.global is a financial services platform dedicated to democratizing finance for all.

What you will do

• Guide customers through structured financial planning, defining goals and explaining plan outputs in an actionable way.
• Support the Concierge suite of services, including tax services, estate planning, and account-related needs.
• Provide education on financial planning topics while ensuring all interactions remain compliant.
• Conduct ongoing plan reviews and connect customers with appropriate specialists.
• Increase customer engagement with hirify.global products by supporting asset consolidation.
• Maintain accurate documentation according to firm and regulatory standards.

Requirements

• CFP® certification required.
• Clean U5 and current Series 7 and 63 (or ability to acquire within 120 days).
• Experience in financial planning, banking, wealth management, or related financial services.
• Ability to build long-term financial plans reflecting individual goals, tax, and estate needs.
• Experience supporting high-value and complex client relationships.
• Must be based in one of the specified US office locations.

Nice to have

• Willingness and aptitude to leverage AI tools to enhance productivity and drive innovation.

Culture & Benefits

• Base pay supplemented by bonus opportunities and equity.
• Comprehensive corporate benefits package.
• Intentional in-person office experience designed to accelerate progress and spark innovation.
• Focus on a customer-first approach to financial empowerment.