Financial Advisor - Chicago Metropolitan Area

TL;DR

Financial Advisor (Chicago Metropolitan Area): Build a financial practice providing purpose-based advice, investments, insurance, banking, and generosity programs to Christians. Focus on developing long-term client relationships, delivering financial workshops, and leveraging networks to grow your practice in the local community.

Location: Chicago Metropolitan Area

Company

Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with advice, insurance, investments, banking, and generosity products.

What you will do

• Guide clients to financial clarity through personal, actionable advice and hirify.global products.
• Develop and maintain long-term relationships based on trust in your chosen community.
• Make client appointments via networking, workshops, and marketing your practice.
• Control your schedule for work-life balance while collaborating with specialists.
• Build and grow your financial practice with support from business development, marketing, and technology teams.

Requirements

• Bachelor’s degree or equivalent experience; military veterans encouraged
• FINRA SIE, life and health licenses before contracting; Series 7 and 66 registrations during onboarding
• Satisfactory background check, fingerprinting, and licensing verification
• Self-disciplined, independent, driven to succeed with strong interpersonal skills.
• Motivated by helping others and passionate about generosity and serving communities.

Nice to have

• Experience in sales, business management, education, ministry, hospitality, or military.

Culture & Benefits

• Up to 14 weeks paid training and coaching for licenses and onboarding.
• Unlimited earning potential via commissions, bonuses, incentives, and recurring revenue.
• Medical, dental, vision, disability insurance; pension, 401(k), retiree medical plans.
• Ongoing support, professional growth, well-being programs, and gift matching.
• Collaborative culture focused on success, community engagement, and work-life balance.