Team-Based Financial Advisor (Financial Services)

Location: Dixon-area practice in Illinois, with offices in Dixon, Naperville, Yorkville and Downers Grove; in-office presence required at least 5 days a week during the first few years.

Compensation: $40,000–$65,000, consisting of a base revenue package plus commission upside potential.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity products and programs.

What you will do

• Learn the full operation of the financial services practice and participate in joint fieldwork with Lead Advisors.
• Meet new and existing clients, build a book of business, and grow client relationships.
• Sell appropriate products, complete applications, write recommendations, and service existing clients and contracts.
• Position financial products, services, and strategies to help clients gain financial clarity.
• Use advice tools and platforms including Salesforce, Money Guide Pro, and What-If Tax; research and respond to client inquiries.
• Schedule, prepare, and document client meetings, collaborate with Lead Advisors on complex scenarios, and participate in client-attraction and financial-education events.

Requirements

• Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
• Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.
• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce.
• Ability to handle multiple tasks and maintain a high quality of work during frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.
• Willingness to obtain necessary licenses during the first 8–13 weeks, which may include Resident State Life, Health and Annuity, SIE, Series 6 and 63, Series 7 and 66, or Series 7, 63 and 65.

Culture & Benefits

• Mentorship, coaching, training, and support from experienced financial advisors and Lead Advisors.
• Medical, dental, and vision insurance.
• Disability and accidental death and dismemberment insurance.
• 401(k) and pension opportunities.
• Ongoing professional support, training, and growth opportunities.
• Well-being programs, gift matching, volunteer programs, and membership programs supporting community engagement.