Senior Wealth Advisor, Wealth Management

Location: Chicago, IL, United States. Applicants must already be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $164,600–$288,000 USD per year, plus a discretionary bonus that may include equity.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to high-net-worth individuals, families, corporations, and institutions.

What you will do

• Develop comprehensive personal and financial wealth profiles and identify client and family life goals.
• Design and deliver goals-based wealth plans integrating investment management, banking, wealth transfer, and tax efficiency.
• Collaborate with Portfolio Managers, Trust Advisors, Banking Advisors, relationship teams, and other professionals to implement client plans.
• Review and revise wealth plans when client circumstances materially change.
• Support sales, identify opportunities to expand client relationships, and develop marketing materials and thought-leadership presentations.
• Mentor Wealth Advisors and Associates and contribute to wealth-planning resources, solutions, and products.

Requirements

• At least 7 years of comprehensive wealth-planning experience with high-net-worth individuals and families.
• Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services.
• Broad technical and analytical skills in wealth planning, philanthropy, fiduciary practice, asset location, and wealth preservation.
• Strong interpersonal skills and a proactive consultative approach.
• Advanced education or professional credentials such as CFP, JD, MBA, or a similar qualification.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Culture & Benefits

• Collaborative and flexible work culture with accessible senior leadership.
• Retirement benefits including 401(k) and pension plans.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Opportunities for internal mobility and participation in community philanthropy.