Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - Chicago

Location: Deerfield, Illinois, United States; onsite office location

Company

hirify.global is a global investment banking, securities, and investment management firm providing wealth management and private family office services.

What you will do

• Serve as the primary point of contact and lead advisor for 8–12 ultra-high-net-worth families.
• Develop and implement comprehensive financial strategies tailored to client needs.
• Coordinate advice from attorneys, accountants, bankers, and other internal and external professionals.
• Analyze financial statements, cash flows, liquidity, risk exposure, and investment portfolios.
• Develop tax efficiency, estate planning, wealth transfer, insurance, and philanthropic strategies.
• Monitor and report on diversified portfolios, including alternative investments, in collaboration with investment managers.

Requirements

• Bachelor’s degree in finance, accounting, or a related field.
• Advanced degree or professional qualification such as MST, MBA, JD, CPA, or CFP required.
• At least 7 years of progressive experience in financial planning, tax, consulting, or a related field.
• Significant experience with single- or multi-family office environments and ultra-high-net-worth wealth management.
• FINRA SIE, Series 7, and Series 66 are required within 4 months of hire; preferred at application.
• Strong leadership, communication, project management, confidentiality, and stakeholder-influence skills.

Culture & Benefits

• Access to training and professional development opportunities.
• Firmwide professional networks and diversity and inclusion initiatives.
• Benefits, wellness, personal finance, and mindfulness programs.
• Reasonable accommodation is available during the recruitment process for candidates with disabilities or special needs.