Workplace Planning Consultant (Retirement Finance)

Location: Remote nationwide within the United States; applicants must be authorized to work for any U.S. employer. Visa sponsorship, including CPT/OPT sponsorship, is not available. Reliable high-speed wired internet and a suitable home workspace are required.

Base salary: $55,300–$76,075 per year, plus potential bonus or sales incentives.

Company

hirify.global provides personal wealth and retirement services focused on helping customers achieve financial security.

What you will do

• Provide phone-based guidance during key employment and retirement planning moments.
• Explain 401(k), IRA, and employer-sponsored retirement account options.
• Educate customers about their retirement plans and compare options against their savings goals.
• Build and deepen customer relationships with hirify.global.
• Work toward metric-based performance goals and progress toward Senior Workplace Planning Consultant.

Requirements

• Bachelor's degree or an equivalent combination of education and professional experience.
• At least one year of experience in performance- or goal-oriented roles, preferably involving asset growth and retention.
• Current FINRA licenses or the ability to obtain FINRA Series 7, 63, and 65 or 66 registrations within the required timelines.
• Ability to complete FINRA fingerprinting after hire.
• Strong customer service, relationship management, communication, independent learning, and problem-solving skills.
• U.S. work authorization is required; visa sponsorship is unavailable.

Nice to have

• Inbound or phone-based consultation experience.
• Experience with Microsoft Office products and Salesforce.
• Knowledge of IRAs, retirement investment products, and qualified retirement plans.
• Growth mindset and experience meeting team goals.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and career growth.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and leave programs.
• Inclusive business resource groups and a welcoming, community-oriented workplace.