Retirement Plan Advisor (Finance)

TL;DR

Retirement Plan Advisor (Finance): Assisting individuals in achieving successful retirement through group and individual presentations for defined contribution 403(b) plan participants with an accent on data-driven analytical thinking and relationship management. Focus on conducting retirement readiness reviews, developing strategic partnerships with stakeholders, and executing business plans to drive income objectives.

Location: Must be based in the New York City territory (Westchester to Brooklyn) and be able to be on-site as required.

Salary: $86,600 – $122,375

Company

hirify.global is a financial services corporation dedicated to transforming financial lives through retirement planning and wealth management solutions.

What you will do

• Conduct Retirement Readiness Reviews and group presentations to improve retirement outcomes for plan participants.
• Develop and maintain strategic partnerships with key stakeholders within the assigned territory or for employer-sponsored plans.
• Lead one-on-one virtual and on-site meetings using professional communication technologies.
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives.
• Document all client interactions in Salesforce to ensure adherence to regulatory compliance guidelines.
• Collaborate across internal service and management teams to improve overall effectiveness and achieve business results.

Requirements

• Bachelor's degree or equivalent work experience.
• 3–5 years of relevant financial services experience.
• FINRA Series 6, 63, and 65 registrations required (current registrations strongly preferred).
• Must be authorized to work for any employer in the U.S. (no visa sponsorship available).
• Strong presentation, relationship building, and territory management skills.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.

Nice to have

• Working knowledge of Salesforce.
• 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 generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including ten company holidays and three floating holidays.
• Paid parental leave and short/long-term disability programs.
• 16 hours of paid volunteer time per calendar year.