Senior Financial Representative

Location: Oak Brook, Illinois, United States

Salary: $99,000–$165,000 per year, including base salary and potential sales incentive compensation.

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and millions of clients with investment solutions, technology tools, and practice management services.

What you will do

• Provide client service through incoming calls, transaction support, reports, forms, emails, and proactive outreach.
• Maintain a book of more than 120,000 clients, ensuring operational accuracy, compliance, and consistent client experiences.
• Collect and analyze client data, develop financial plans, implement solutions, and review them over time.
• Explain education, tax, estate, insurance, investment allocation, account types, investment products, and market concepts.
• Meet goals related to asset investment, wallet-share consolidation, relationship deepening, and consultative sales.
• Coordinate with internal departments and assess risks, prevent fraud, and maintain compliance requirements.

Requirements

• Bachelor’s degree or equivalent work experience.
• Series 7, 63, and 65 or 66 licenses.
• At least 2 years of direct client experience in the financial services industry.
• Strong collaboration, communication, listening, relationship management, and business writing skills.
• Ability to work in a fast-paced call center environment while using multiple data and PC applications.

Nice to have

• Life & Health license or CFP certification.
• Experience in financial telesales, trading, call center service, or retail financial advice.
• Strong knowledge of financial planning concepts, investment markets, and account types.
• Experience with Microsoft Office and web-based applications.

Culture & Benefits

• Collaborative, team-oriented environment focused on client experience and career development.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Performance-based sales incentive compensation may be available under the applicable incentive plan.
• Emphasis on integrity, continuous improvement, creativity, and shared accountability.

Hiring process

• Applicants should apply through the LPL application process.
• LPL communicates with applicants directly from an @lplfinancial.com email address and does not request payment or banking details during interviews.