Retirement Plan Advisor

TL;DR

Retirement Plan Advisor: Assist defined contribution Government 457 plan participants with retirement readiness through group and individual presentations, with an accent on consultative financial conversations, meeting service level agreements, and driving annual plan and individual goals. Focus on building territory stakeholder partnerships, managing virtual and on-site meetings, and documenting interactions in Salesforce for regulatory compliance.

Company

hirify.global provides financial services and benefits to help customers achieve financial freedom.

What you will do

• Conduct retirement readiness reviews and deliver one-on-one and group presentations for targeted participants.
• Develop and maintain strategic partnerships with key stakeholders across the assigned territory or employer-sponsored plans.
• Run virtual and on-site meetings using appropriate technologies; manage meeting schedules and travel booking.
• Create and execute business plans and tactics to support retirement income objectives and achieve targets.
• Document interactions in Salesforce and collect required information to meet regulatory compliance guidelines.
• Collaborate with internal service and management teams and participate in external client meetings as needed.

Requirements

• Location: Must be based in South Carolina and available to travel within the state as necessary.
• Bachelor’s degree or equivalent relevant work experience; 3–5 years of relevant financial services experience.
• Strong presentation skills; proficiency in MS Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, and 65 registrations required within the established timeline (current registrations strongly preferred); FINRA fingerprinting required upon hire.
• Strong relationship-building and territory management skills; ability to work independently.

Culture & Benefits

• Remote work with flexibility; reliable high-speed internet and suitable home workspace required for remote/hybrid roles.
• Medical, dental, vision, and life insurance; retirement savings with 401(k) matching (up to 6%).
• Tuition reimbursement up to $5,250/year and generous 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) supporting inclusion.

Hiring process

• Application review followed by interviews to assess fit for consultative client work and territory responsibilities.
• Onboarding includes FINRA fingerprinting and meeting registration requirements within the established timeline.