Retirement Plan Advisor (Finance)

Location: Remote within the North Carolina territory, with virtual and in-person work in the Charlotte and Winston-Salem areas and some limited out-of-state travel.

Salary: $72,200–$101,975 base salary per year, plus potential sales incentives or bonus.

Company

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

What you will do

• Conduct retirement readiness reviews, individual consultations, and group presentations for participants in 401(k), 403(b), and Government 457 plans.
• Develop strategic partnerships with stakeholders across assigned locations and employer-sponsored plans.
• Deliver virtual and on-site meetings using professional presentation and collaboration technologies.
• Create and execute business plans to improve participant retirement income outcomes.
• Document participant interactions in Salesforce and collect information required for regulatory compliance.
• Manage schedules and travel, participate in client and external meetings, and collaborate with internal service teams.

Requirements

• Bachelor's degree or equivalent relevant work experience.
• 3–5 years of relevant financial services experience.
• Strong presentation, relationship-building, strategic thinking, and territory management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6, 63, and 65 registrations required within the established timeline; current registrations strongly preferred.
• 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.
• Knowledge of retirement planning, defined contribution plans, and consultative client interactions.

Culture & Benefits

• Flexible work environment with support for career mobility, inclusion, well-being, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and additional retirement benefits.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and leave programs including paid parental leave.
• Business Resource Groups supporting inclusion and collaboration.