Senior Wealth Advisor - Oak Brook, IL

hirify.globalss="location">Location: Oak Brook, Illinois office

hirify.globalss="salary">Salary: $113,000–$225,000 annually, with eligibility for discretionary bonuses.

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 employees and 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Manage existing client relationships and new referral relationships.
• Gather client data and oversee the financial planning process.
• Deliver comprehensive financial plans and make recommendations.
• Lead client strategy across tax, investments, insurance, estate, and retirement planning.
• Delegate planning work appropriately and ensure high-touch client follow-through.
• Build relationships with high-net-worth women, women-led businesses, and clients navigating complex financial transitions.

hirify.globalss="requirements">Requirements

• Minimum of 8 years of progressively responsible financial services experience.
• Bachelor’s degree required; accounting, finance, or a related field preferred. Relevant experience, education, and training may substitute for the degree.
• FINRA Series 65 or 66 required.
• CFP certification or equivalent required; relevant experience may be accepted instead.
• Working knowledge of financial systems and proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Adobe.
• An existing transferable book of business is preferred.

hirify.globalss="culture-benefits">Culture & Benefits

• Planning-led advisory model integrating tax and wealth strategies.
• Organic growth supported by access to more than 100,000 individual tax clients and 75,000 privately held businesses.
• Compensation emphasizes collaboration and career growth.
• Benefits include health, dental, vision, 401(k), and broader physical, financial, social, and emotional wellness support.