Financial Planner (Finance)

TL;DR

Financial Planner (Finance): Providing comprehensive financial wellness and retirement planning for large and mega clients with an accent on tailored advice and retirement readiness. Focus on delivering certified financial plans, managing portfolios via Advised Assets Group, and driving client success through needs-based consultations.

Location: Remote (USA). Applicants must be authorized to work for any employer in the U.S.

Salary: $87,400 - $123,400

Company

hirify.global is a leading financial services corporation focused on transforming financial lives through retirement planning and wellness solutions.

What you will do

• Deliver certified, comprehensive financial plans for large and mega hirify.global customers.
• Provide guidance on retirement readiness, including managed accounts, rollovers, investment allocations, and savings strategies.
• Act as an Investment Adviser Representative, reviewing client portfolios and recommending strategies.
• Build and maintain long-term client relationships using the CONSULT model to personalize experiences.
• Manage accurate documentation of client interactions using Salesforce and other internal systems.
• Educate and enroll clients into Managed Account solutions.

Requirements

• Certified Financial Planner (CFP) certification required.
• FINRA Series 7, 63, and 65 registrations required.
• Life insurance license (must be obtained within company timelines).
• Minimum 3 years of experience in financial services or the 401(k) industry.
• At least 2 years of direct experience in financial planning.
• Must be authorized to work in the U.S. (no sponsorship provided).

Nice to have

• MBA degree.
• Experience with CRM tools like Salesforce and professional financial planning software.
• Proven ability to deliver multi-product sales goals.

Culture & Benefits

• Comprehensive 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 company holidays and floating holidays.
• Paid parental leave, short-term and long-term disability, and FMLA.
• 16 hours of paid volunteer time per calendar year.