Advice Services Consultant (Estate and Tax Planning)

Location: Remote within the United States

Salary: $104,063–$140,793 per year

Company

hirify.global is a financial services organization focused on helping members make informed decisions with money and live balanced, generous lives.

What you will do

• Consult with financial advisors on financial, retirement, estate, charitable, tax, and business planning strategies.
• Provide advanced case consultation on financial products, compliant illustrations, planning tools, and client-specific solutions.
• Support adoption of hirify.global’s Advice methodology and tool stack, including Money Guide Pro, What if Tax, Morningstar, and Solution Studio.
• Identify gaps in advisor planning expertise and provide inbound and outbound consultations, education, and subject matter guidance.
• Partner with distribution stakeholders, Advisor Groups, Practice Growth, and Advisor Growth Centers of Excellence to embed Advice into field practices.
• Develop and review internal and external educational content, including articles, whitepapers, podcasts, magazine content, and marketing collateral.

Requirements

• Bachelor’s degree in business, economics, or a related field.
• 10+ years of financial services experience and 5+ years of operational experience in a matrixed, cross-functional environment.
• Deep expertise in financial planning and the advisor working model, including insurance, asset and wealth management, fee-based planning, mutual funds, and securities.
• Strong analytical, communication, customer service, sales, organizational, leadership, and problem-solving skills.
• Ability to influence and collaborate with advisors, field leaders, distribution stakeholders, and corporate partners.
• FINRA Series 7 and 63/65 or 66 required, or must be obtained within 90 days of hire.

Nice to have

• JD, CPA, CFP, or a master’s degree in a business discipline.
• Significant estate planning or tax planning experience.
• Advanced financial services designations such as FIC, CLU, RICP, ChFC, or CAP.

Culture & Benefits

• Remote work within the United States.
• Medical, dental, and vision insurance, plus health savings and flexible spending accounts.
• 401(k), pension, life, disability, and supplemental protection insurance.
• 20 days of paid time off annually, sick and safe time, paid company holidays, volunteer time off, and paid parental leave.
• Potential bonuses, incentive programs, employee assistance, and well-being benefits.