Retirement Plan Advisor (Finance)

TL;DR

Retirement Plan Advisor (Finance): Assisting individuals in planning their financial future through consultative reviews and presentations for defined contribution 403(b) plan participants with an accent on data-driven analytical thinking. Focus on conducting Retirement Readiness Reviews, managing stakeholder relationships, and driving positive retirement income objectives.

Location: Remote (Must reside within the US territory)

Salary: $72,200.00 - $101,975.00

Company

hirify.global is a financial services company dedicated to helping customers achieve financial freedom through personalized retirement planning and investment services.

What you will do

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes for participants.
• Develop and maintain strategic partnerships with key stakeholders within the assigned territory or employer-sponsored plans.
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives.
• Document all client interactions in Salesforce to adhere to regulatory compliance guidelines.
• Collaborate across internal service and management teams to improve operational effectiveness.
• Manage meeting schedules, including travel booking for on-site and virtual consultations.

Requirements

• Authorized to work for any employer in the U.S. (No sponsorship, CPT, or OPT available).
• 3–5 years of relevant financial services experience.
• Bachelor's degree or equivalent work experience.
• FINRA Series 6, 63, 65 registrations (required within established timeline; current registrations strongly preferred).
• Strong presentation, relationship-building, and territory management skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.

Nice to have

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

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.
• Comprehensive leave of absence programs, including paid parental leave and disability.
• 16 hours of paid volunteer time per calendar year.