Financial Planning Consultant - Ridgefield, CT (Finance)

Location: Ridgefield, Connecticut, United States; resident workstyle

Salary: $35,568–$78,000 per year

Company

hirify.global is a financial services firm providing investment and financial planning services to clients through Financial Advisors.

What you will do

• Partner with Financial Advisors to review portfolios, understand client goals, enter client data, and conduct financial analyses.
• Evaluate retirement needs and research planning alternatives for individual and employer-based retirement plans.
• Research and recommend solutions for risk management, insurance, estate planning, education funding, and small business planning.
• Design comprehensive financial plans and prepare presentations explaining recommendations and alternatives.
• Review client documents and financial situations, write customized observations and recommendations, and prepare files for client meetings.
• Answer client questions, monitor financial situations, support account servicing and transactions, and follow firm and regulatory compliance policies.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field, plus at least two years of experience in financial, retirement, or estate planning, or marketing these services.
• Equivalent combinations of experience, education, and training may be considered.
• Securities Industry Essentials Exam (SIE) required unless an exemption or grandfathering provision applies.
• Series 7 required.
• Series 63, 65, and/or 66 required as applicable for the state.
• Registered Paraplanner designation, or the ability to obtain it within two to five years of hire.

Culture & Benefits

• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Client-first, integrity, independence, and conservative long-term values guide the work environment.
• Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid vacation, holidays, and sick leave; and parental leave.
• Travel is expected to be less than 25%.