Strategic Retirement Plan Advisor (Fintech)

TL;DR

Strategic Retirement Plan Advisor (Fintech): Guiding individuals in employer-sponsored retirement plans toward long-term financial success with an accent on personalized advice and comprehensive financial assessments. Focus on delivering tailored investment strategies, conducting virtual and in-person consultations, and managing a personal book of business within an assigned territory.

Location: Must reside within Texas. Role requires up to 50% travel to client sites.

Salary: $87,400 - $123,400

Company

hirify.global is a financial services company dedicated to helping individuals achieve financial freedom through personalized retirement and wealth management solutions.

What you will do

• Conduct in-depth advice conversations to assess participants’ overall financial health and retirement readiness.
• Utilize proprietary software to deliver detailed investment reviews and objective recommendations.
• Implement actionable financial plans and follow up to promote long-term behavior change.
• Lead one-on-one consultations and group education sessions, both virtual and in-person.
• Document interactions and recommendations in Salesforce to ensure compliance.
• Build and maintain strategic partnerships with internal teams and external employer groups.

Requirements

• Must be authorized to work in the U.S. without sponsorship.
• Must reside within the assigned territory (Texas).
• 7+ years of relevant financial services experience.
• FINRA Series 6, 63, and 65 registrations required.
• Ability to travel to client sites up to 50% of the time.
• Deep understanding of defined contribution plans and financial planning principles.

Nice to have

• Experience in sales and/or wealth management.
• Proficiency with investment planning tools and financial wellness platforms.
• Familiarity with Salesforce or other CRM systems.

Culture & Benefits

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