Retirement Plan Advisor (Financial Services)

Location: Remote, but must reside in the Las Vegas territory and work with public employees in the Las Vegas region. The role includes virtual and on-site meetings, travel booking, and occasional client or external meetings.

Base salary: $75,800–$107,075 per year, plus eligibility for sales incentives or a bonus program depending on the position and performance.

Company

hirify.global provides retirement and financial services focused on helping customers achieve financial freedom and improve their long-term financial well-being.

What you will do

• Conduct Retirement Readiness Reviews, individual consultations, and group presentations for defined contribution government 457 plan participants.
• Build and maintain strategic relationships with stakeholders across assigned employers and territory locations.
• Lead virtual and on-site meetings using professional presentation and communication technologies.
• Develop business plans and tactics to improve participant retirement income outcomes.
• Document participant interactions in Salesforce and collect information required for regulatory compliance.
• Collaborate with service and management teams while meeting service-level agreements, plan goals, and individual targets.

Requirements

• Bachelor's degree or equivalent relevant work experience.
• 3–5 years of relevant financial services experience.
• Strong presentation, relationship-building, strategic thinking, and territory management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, and 65 registrations required within the established timeline; current registrations are strongly preferred.
• Applicants must be authorized to work for any employer in the United States. Visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Working knowledge of Salesforce.
• Knowledge of retirement planning fundamentals and defined contribution plans.
• Experience providing high-level, consultative client interactions.

Culture & Benefits

• Remote work with reliable high-speed wired internet and a suitable home workspace; office work may be required if home connectivity or workspace requirements are not met.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Paid time off, company holidays, floating holidays, paid volunteer time, and parental and disability leave programs.
• Tuition reimbursement of up to $5,250 per year and access to Business Resource Groups.