Retirement Plan Counselor - Philadelphia

Location: Remote, but must reside in Philadelphia or close proximity within the assigned territory; the role includes on-site client meetings and travel.

Base salary: $59,700–$84,300 per year.

Company

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

What you will do

• Deliver virtual and on-site education, enrollment presentations, and one-on-one or group meetings for 401(k), 403(b), and Government 457 plan participants.
• Drive participant actions such as plan enrollment, contribution increases, and rollovers.
• Build relationships with plan sponsors, key contacts, relationship managers, and internal stakeholders.
• Manage the territory meeting schedule, travel bookings, reporting, attendance records, and outcomes.
• Provide feedback on communication materials and strategies and attend client and prospect meetings.

Requirements

• Must reside in Philadelphia or close proximity and be able to work within the assigned territory.
• Fluent Spanish is required.
• Bachelor’s degree or equivalent relevant experience.
• 2–4 years of relevant financial services experience and strong presentation, relationship-building, and territory-management skills.
• Proficiency in Word, Excel, PowerPoint, and Teams.
• FINRA Series 6 and Series 63 registrations and fingerprinting are required within the established timelines.
• 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.
• Experience with consultative client interactions and defined contribution plans.
• Strategic thinking and the ability to work independently.

Culture & Benefits

• Flexible work environment with remote work and on-site client responsibilities.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, volunteer time, and parental and disability leave programs.
• Inclusive workplace with Business Resource Groups and a business-casual environment.