Retirement Plan Advisor

TL;DR

Retirement Plan Advisor (401(k)/403(b)/457): Assist defined contribution plan participants with retirement readiness through group and individual presentations, using consultative, data-driven conversations. Focus on meeting service level agreements and annual targets while managing territory relationships and documenting interactions in Salesforce for regulatory compliance.

Company

hirify.global provides financial services and retirement solutions.

What you will do

• Conduct retirement readiness reviews and deliver one-on-one and group presentations for 401(k)/(a), 403(b), and/or Government 457 plan participants.
• Develop and maintain strategic partnerships with key stakeholders across locations within the assigned territory.
• Run virtual and on-site meetings professionally and manage meeting schedules, including travel booking.
• Create and execute business plans and tactics to drive positive retirement income objectives.
• Document interactions in Salesforce and collect required information to meet regulatory compliance guidelines.
• Collaborate with internal service and management teams to improve effectiveness and support external client meetings as needed.

Requirements

• Location: Must be based in the Raynham to Rhode Island area of Massachusetts.
• Bachelor’s degree or equivalent work experience; 3–5 years of relevant financial services experience.
• Strong presentation skills and ability to work independently.
• Proficiency in MS Word, Excel, PowerPoint, and Teams.
• FINRA registrations required within the established timeline (current FINRA registrations strongly preferred); FINRA fingerprinting required upon hire.
• Strong relationship-building and territory management skills.

Culture & Benefits

• Remote work with flexibility, plus benefits including medical, dental, vision, and life insurance.
• 401(k) retirement savings with generous company matching and potential discretionary contribution.
• Tuition reimbursement up to $5,250/year and paid time off including paid holidays and floating holidays.
• Paid volunteer time (16 hours/year) and leave of absence programs including paid parental leave and FMLA.
• Business-casual environment and Business Resource Groups (BRGs) open to all.

Hiring process

• Application review followed by interviews to assess experience, presentation skills, and territory fit.
• FINRA-related onboarding steps including fingerprinting after hire.