Wealth Advisor - Property & Casualty Insurance

Location: Chicago, IL; applicants must be authorized to work in the United States without employment-based visa sponsorship.

Salary: $114,500–$194,700 USD base pay.

Company

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

What you will do

• Deliver wealth planning to high-net-worth individuals and families, business owners, and corporate executives, specializing in property and casualty insurance and risk management.
• Serve as the wealth management subject matter expert on personal and commercial P&C exposures and integrate protection strategies with financial, estate, and tax plans.
• Assess existing insurance programs, identify coverage gaps and liability exposures, and advise on retaining versus transferring risk.
• Coordinate implementation with clients, insurance brokers, attorneys, CPAs, and other specialists.
• Identify opportunities to expand client relationships and cross-sell hirify.global products and services in partnership with relationship managers.
• Prepare client presentations and marketing materials, mentor Associate Wealth Advisors, contribute to thought leadership, and cultivate professional advisor relationships.

Requirements

• BA or BS degree.
• 7–10 years of experience in wealth planning, insurance, or risk management, including property and casualty expertise and some consulting experience.
• Strong understanding of high-net-worth personal and commercial property and casualty coverages and carrier markets.
• Ability to work independently, manage multiple projects, and collaborate with internal and external partners.
• Strong analytical skills.
• Excellent written and oral communication skills.
• Authorization to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• CAPI or CPRIA certification.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life and accident insurance, and other well-being benefits.
• Paid time off, parental and caregiver leave, and a discretionary bonus program that may include equity.
• Inclusive workplace with community and philanthropy initiatives.