Advisor Licensing Program (Financial Services)

Location: Oak Brook, Illinois, United States; onsite

Salary: $24.51–$40.85 per hour

Company

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

What you will do

• Complete a six-month training program covering wealth management, investment products, financial planning, client service, systems, operations, and consultative sales.
• Pass the SIE, Series 7, and Series 66 examinations within the first 120 days of employment.
• Manage client relationships through service calls, transaction support, reports, forms, email responses, and proactive outreach.
• Analyze client data, develop and implement financial planning and investment solutions, and maintain those solutions over time.
• Maintain a compliant book of more than 120,000 clients through proactive reviews and outreach.
• Coordinate with internal departments, support relationship growth, and identify and mitigate operational and fraud risks.

Requirements

• Bachelor’s degree or equivalent.
• Ability to pass the SIE, Series 7, and Series 66 FINRA examinations within the required timeframe.
• Strong communication, listening, writing, organization, collaboration, and client-service skills.
• Ability to evaluate and mitigate risk while maintaining compliance requirements.
• Ability to work in a call center environment using multiple PC and data lookup applications.
• Proficiency in Microsoft Office and web-based applications.

Nice to have

• SIE completed or scheduled before the start date.
• Prior financial telesales, trading, call center, financial advisor, or retail client advisory experience.
• Basic understanding of financial planning concepts, investment markets, account types, and investment products.

Culture & Benefits

• Fast-paced, team-oriented environment focused on client experience, creativity, and continuous improvement.
• Coaching and tutoring from leadership throughout the licensing program.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Successful participants may progress to an Associate Financial Advisor opportunity.