Financial Benefits Consultant

TL;DR

Financial Benefits Consultant (Finance): Serving as a primary relationship partner for highly compensated participants by delivering financial wellness guidance, account servicing, and implementation support. Focus on executing comprehensive financial plans, facilitating wealth management solutions, and ensuring regulatory compliance while maintaining exceptional client experiences.

Location: Must be based in the United States

Salary: $65,600 - $92,675

Company

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

What you will do

• Build and maintain long-term relationships with highly compensated participants through proactive communication and financial wellness support.
• Coordinate planning activities with Executive and Benefits Planners to ensure seamless client experiences.
• Facilitate account opening, maintenance, asset transfers, and beneficiary updates.
• Implement investment recommendations and support ongoing portfolio reviews aligned with participant objectives.
• Maintain accurate client records and ensure compliance with FINRA, SEC, and internal regulatory requirements.
• Serve as a knowledgeable resource for workplace benefits, retirement plans, and wealth management inquiries.

Requirements

• Must be authorized to work for any employer in the U.S. without visa sponsorship.
• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Minimum of three years of experience in wealth management, financial planning, or investment services.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and 65 (or 66) licenses required.
• Active State Life Insurance License required.
• Proficiency with Microsoft Office and CRM systems.

Nice to have

• Chartered Retirement Planning Counselor (CRPC®) designation.
• Experience supporting high-net-worth clients or executives.
• Knowledge of deferred compensation, equity compensation, or non-qualified plans.
• Experience with Salesforce or similar financial planning software.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching up to 6%.
• Generous paid time off, company holidays, and floating holidays.
• Tuition reimbursement program up to $5,250 per year.
• Paid volunteer time and support for community involvement.
• Inclusive work environment with active Business Resource Groups.