Retirement Plan Advisor (Fintech)

TL;DR

Retirement Plan Advisor (Fintech): Assisting individuals in achieving successful retirement outcomes through group and individual consultations for defined contribution 403(b) plans with an accent on data-driven analytical thinking and territory management. Focus on building strategic partnerships with stakeholders and driving positive retirement income objectives across Illinois, Wisconsin, and Iowa.

Location: Must reside within the assigned territory (IL, WI, IA). Role requires travel within the territory.

Salary: $75,800 – $107,075

Company

hirify.global is a financial services company dedicated to helping customers achieve financial freedom through flexible career paths and a supportive, inclusive work environment.

What you will do

• Conduct Retirement Readiness Reviews and group presentations for 403(b) plan participants.
• Develop and maintain strategic partnerships with key stakeholders in the assigned territory.
• Facilitate one-on-one virtual and on-site meetings using professional presentation technologies.
• Create and execute business plans to drive positive retirement income objectives.
• Document all interactions in Salesforce and ensure regulatory compliance.
• Collaborate with internal service and management teams to meet service level agreements.

Requirements

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

Nice to have

• Current FINRA registrations.
• Working knowledge of Salesforce.
• Understanding of defined contribution plans and retirement planning building blocks.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid volunteer time (16 hours per year).
• Paid parental leave and disability programs.