Strategic Retirement Plan Advisor - Texas

Location: Remote within the Texas territory, with primary locations in Dallas, Houston, and San Antonio. The role includes travel to client sites and in-person consultations as needed, up to 50%.

Base salary: $87,400–$123,400 per year, with potential bonus or sales incentives.

Company

hirify.global provides financial services and retirement solutions designed to help customers achieve long-term financial security.

What you will do

• Conduct comprehensive advice conversations covering retirement readiness, investment management, household financial planning, and financial wellness.
• Use proprietary financial planning software and analytical tools to assess needs, review investments, and create tailored recommendations.
• Develop actionable financial plans and follow up with participants to support long-term behavior change.
• Lead individual consultations and group education sessions on retirement planning, investing, and financial wellness.
• Document participant interactions and recommendations in Salesforce while maintaining compliance and consistent follow-up.
• Build partnerships with internal teams, employer-group contacts, and hirify.global Personal Wealth while meeting service-level agreements and performance goals.

Requirements

• Bachelor’s degree or equivalent experience preferred.
• 7+ years of relevant financial services experience.
• FINRA Series 6, 63, and 65 registrations required.
• Strong interpersonal, communication, presentation, and independent business-management skills.
• Deep knowledge of defined contribution plans, financial planning principles, and investment management.
• Must reside within the Texas territory and be authorized to work for any employer in the United States. FINRA fingerprinting is required upon hire.

Nice to have

• Sales or wealth management experience.
• Experience with investment planning and financial wellness platforms.
• Proficiency with Microsoft Word, Excel, PowerPoint, Microsoft Teams, Salesforce, or other CRM systems.

Culture & Benefits

• Flexible work environment with support for career mobility, purpose, well-being, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and paid parental and disability leave.
• Inclusive Business Resource Groups and a business-casual work environment.