Senior Financial Planning Consultant (Financial Planning)

Location: Fort Mill/Charlotte, United States

Salary: $76,323–$127,205 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and their clients with investment solutions, fintech tools, custody, and practice management services.

What you will do

• Handle inbound calls and emails from financial advisors and staff.
• Provide clear guidance and resources on financial planning concepts and strategies.
• Research complex planning questions using reference materials and team support.
• Follow up with advisors and connect them with appropriate internal or external partners.
• Refer advisors to planning support services such as Practice Management Coaching, Case Consulting, and Paraplanning.

Requirements

• CFP® designation required.
• 5+ years of experience in financial services, ideally in financial planning.
• Strong understanding of financial planning concepts and curiosity to investigate knowledge gaps.
• Clear, concise written and verbal communication skills, including the ability to explain complex concepts.
• Collaborative approach and commitment to delivering exceptional service to advisors.
• Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and SmartSheet.

Nice to have

• Familiarity with eMoney/WealthVision, MoneyGuide, or RightCapital.
• Additional credentials in tax or estate planning.

Culture & Benefits

• Collaborative, team-oriented environment focused on continuous improvement and client success.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Opportunities to contribute to educational content and planning strategies for unique client cases.