Workplace Planning Consultant (Finance)

TL;DR

Workplace Planning Consultant (Finance): Providing guidance on retirement savings goals, including 401K and IRA products, to customers at key life moments with an accent on account options and retirement education. Focus on deepening customer relationships and helping clients achieve financial freedom.

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

Salary: $55,300 - $76,075

Company

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

What you will do

• Provide phone-based guidance to customers regarding employer-sponsored retirement accounts.
• Discuss 401K and IRA options to align with customer retirement goals.
• Educate customers on retirement plan specifics and compare available options to support savings.
• Focus on deepening the customer's relationship with hirify.global.

Requirements

• Bachelor's degree or an equivalent combination of education and professional experience.
• Minimum 1 year of experience in performance or goal-oriented roles, ideally in asset growth and retention.
• Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within corporate timelines.
• Must be authorized to work for any employer in the U.S. (No sponsorship available).
• Demonstrated relationship management, customer service, and problem-solving skills.

Nice to have

• Previous experience with inbound or phone-based consultation.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Prior experience with Salesforce.
• Good understanding of IRAs and the qualified retirement plan environment.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid parental leave and 16 hours of paid volunteer time per calendar year.