Financial Planner (Fintech)

TL;DR

Financial Planner (Fintech): Delivering comprehensive financial guidance and personalized strategies to participants within a dedicated service model with an accent on retirement planning, investment allocation, and actionable financial outcomes. Focus on building trust through consultative interactions, managing client goals, and driving measurable financial wellness.

Location: Must be based in the New York City metropolitan area (Hybrid/Remote with travel to client sites required).

Salary: $87,400 - $123,400

Company

hirify.global is a financial services company dedicated to helping individuals achieve financial freedom through personalized guidance and innovative digital tools.

What you will do

• Deliver comprehensive financial plans that drive measurable outcomes for participants.
• Lead proactive, needs-based conversations to uncover client goals and position appropriate solutions.
• Provide actionable guidance on managed accounts, rollovers, investment allocations, and retirement income planning.
• Act as an Investment Adviser Representative, offering tailored investment recommendations.
• Document interactions accurately using Salesforce and other internal systems.
• Conduct outreach to facilitate client-directed transactions and ensure seamless implementation.

Requirements

• Must be authorized to work for any employer in the U.S. (no visa sponsorship).
• Certified Financial Planner (CFP) designation required.
• FINRA Series 7, 63, and 65 registrations required.
• Minimum 3 years of experience in financial services or the 401(k) industry.
• At least 2 years of direct financial planning experience.
• Ability to travel to client sites in the New York City metropolitan area as needed.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%.
• Generous paid time off, company holidays, and floating holidays.
• Tuition reimbursement up to $5,250 per year.
• Paid parental leave and disability programs.
• Business Resource Groups to foster inclusion and collaboration.