Empower Financial Planner

Location: Remote - Nationwide within the United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT, is not available.

Base salary: $87,400–$123,400 per year, with potential sales incentives and bonus opportunities.

Company

hirify.global provides financial wellness, retirement planning, investment, and advisory services designed to help customers achieve financial freedom.

What you will do

• Deliver certified, comprehensive financial plans for large and mega-plan customers.
• Lead needs-based consultations covering retirement readiness, managed accounts, rollovers, investment allocations, savings strategies, HSAs, and distribution options.
• Act as an Investment Adviser Representative, reviewing portfolios and recommending managed-account strategies.
• Build and maintain long-term participant relationships through personalized consultations and proactive outreach.
• Document client interactions accurately in Salesforce and other internal systems.
• Educate clients about and enroll them in managed-account solutions when appropriate.

Requirements

• Bachelor’s degree or equivalent education and professional experience; an MBA is preferred.
• CFP certification required.
• FINRA Series 7, 63, and 65 registrations required.
• Life insurance license required within established corporate timelines, along with FINRA fingerprinting.
• At least 3 years of experience in financial services or the 401(k) industry, including 2 years of direct financial-planning experience.
• Ability to assess investments, insurance, tax planning, education savings, and estate considerations as part of a client’s complete financial picture.

Nice to have

• Experience with Salesforce, CRM tools, and financial-planning software.
• Strong client consultation, communication, organization, and presentation skills.
• Experience achieving multi-product sales goals while handling complex client needs.
• Comfort working in a paperless, cloud-based, remote-service environment.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and career development.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability programs, and FMLA leave.
• Business Resource Groups supporting inclusion and collaboration.