Strategic Retirement Plan Advisor - Texas (Financial Services)

Location: Remote, with candidates required to reside within the assigned Texas territory; primary locations include Dallas, Houston, and San Antonio. Travel to client sites may be required up to 50%. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT, is not available.

Salary: $87,400–$123,400 base salary, with potential sales incentives or bonuses.

Company

hirify.global provides retirement, investment, financial planning, and wealth management services to help customers achieve long-term financial security.

What you will do

• Conduct comprehensive financial assessments covering retirement readiness, investments, household planning, and financial wellness.
• Use proprietary planning software and analytical tools to create personalized investment and retirement strategies.
• Lead individual consultations and group education sessions in virtual and in-person formats.
• Document advice and recommendations in Salesforce while maintaining compliant follow-up processes.
• Meet service-level agreements, client expectations, and annual performance goals.
• Build relationships with internal teams, employer-group HR and benefits contacts, and hirify.global wealth management partners.

Requirements

• 7+ years of relevant financial services experience.
• Bachelor’s degree or equivalent experience preferred.
• 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.
• U.S. work authorization is required; employment visa sponsorship is unavailable.

Nice to have

• Sales or wealth management experience.
• Experience with investment planning tools and financial wellness platforms.
• Proficiency in Microsoft Office, Microsoft Teams, Salesforce, or other CRM systems.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and career development.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, advisory services, and investment options.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
• Inclusive Business Resource Groups and a commitment to community involvement.