Retirement Plan Advisor (Fintech)

TL;DR

Retirement Plan Advisor (Fintech): Assisting individuals in achieving successful retirement through group and individual presentations on defined contribution plans with an accent on consultative expertise and territory management. Focus on driving positive retirement income objectives, maintaining stakeholder relationships, and achieving annual service targets.

Location: Must be based in the South Shore area of Massachusetts

Salary: $79,400 - $112,175

Company

hirify.global is a financial services company dedicated to helping individuals achieve financial freedom through flexible career paths and a supportive, inclusive work environment.

What you will do

• Conduct Retirement Readiness Reviews and group presentations for 401(k), 403(b), and 457 plan participants.
• Develop and maintain strategic partnerships with key stakeholders within the assigned territory.
• Manage meeting schedules and conduct both virtual and on-site group sessions.
• Create and execute business plans to drive positive retirement income objectives.
• Document all interactions in Salesforce and ensure adherence to regulatory compliance guidelines.
• Collaborate with internal service and management teams to meet service level agreements.

Requirements

• Must be based in the South Shore area of Massachusetts.
• Must be authorized to work for any employer in the U.S. without sponsorship.
• Bachelor's degree or equivalent experience.
• 3–5 years of relevant financial services experience.
• Strong presentation, relationship building, and territory management skills.
• FINRA Series 6, 63, and 65 registrations (or ability to obtain within established timeline).

Nice to have

• Working knowledge of Salesforce.
• Understanding of defined contribution plans and retirement planning building blocks.
• Practical experience in high-level consultative client interactions.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid volunteer time (16 hours per year) and paid parental leave.
• Business-casual environment with a focus on well-being and work-life balance.