Retirement Plan Consultant (Finance)

TL;DR

Retirement Plan Consultant (Finance): Managing and growing a book of retirement plan clients with an accent on fiduciary guidance, plan design, and strategic relationship management. Focus on building trusted plan sponsor relationships, coordinating internal service teams, and driving long-term client retention.

Location: Must be based in the US (CST or PST time zones preferred)

Salary: $65,000–$90,000 per year

Company

hirify.global provides comprehensive employer-based benefits, retirement planning, and personalized financial services to help families and businesses succeed.

What you will do

• Serve as the primary relationship owner for an assigned book of retirement plan clients.
• Design and implement retirement plan structures, including benchmarking and investment menu analysis.
• Coordinate with internal specialists to deliver cohesive, high-quality client experiences.
• Advise clients on ERISA regulations, fiduciary best practices, and legislative developments.
• Identify opportunities to introduce additional hirify.global service lines to existing clients.
• Manage client satisfaction, retention, and overall relationship health.

Requirements

• Must be based in the US (CST or PST time zones preferred)
• 5+ years of experience in retirement plan services.
• Valid relevant securities license required.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proficiency with Microsoft Office Suite and CRM software (Salesforce preferred).
• Ability to travel up to 25% for business engagements.

Culture & Benefits

• Comprehensive health, wellbeing, and financial benefits.
• Robust learning and development programs.
• Paid time off and retirement planning support.
• Commitment to diversity, equity, and inclusion.
• Supportive team-based service model.