Team-Based Financial Advisor – Naperville Financial Consultants

Location: Onsite in the greater Dixon area, with in-office presence at least five days a week during the first few years; the schedule may become more personalized after that period.

Compensation: $40,000–$65,000 annually, combining a base revenue package with commission upside.

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization providing advice, insurance, investments, banking, and generosity products to more than 2.4 million clients.

What you will do

• Learn the full operation of the financial services practice through mentorship, coaching, training, and joint fieldwork.
• Meet new and existing clients to build relationships and develop a book of business.
• Recommend and sell appropriate products, complete applications, prepare recommendations, and service existing contracts.
• Use financial advice tools and platforms such as Salesforce, Money Guide Pro, and What-If Tax.
• Research and respond to client inquiries, prepare and document meetings, and collaborate with Lead Advisors on complex scenarios.
• Participate in community events that attract clients and provide financial education.

Requirements

• Bachelor’s degree or equivalent experience.
• Ability to work in the office at least five days a week during the first few years.
• Ability to obtain required resident-state life, health, and annuity insurance licenses and applicable securities registrations.
• Satisfactory background check, fingerprinting, and licensing verification.
• Strong computer aptitude and familiarity with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Ability to manage multiple tasks, maintain high-quality work, and protect sensitive information.

Nice to have

• Experience as a financial professional or interest in changing careers into financial advising.
• Military service experience; veterans are encouraged to apply.
• Interest in becoming part of the communities served by the practice.

Culture & Benefits

• Mentorship and support from experienced financial advisors and other specialists.
• Initial licensing study period of approximately 8–13 weeks followed by an optional comprehensive six-week training program.
• Medical, dental, and vision insurance.
• Disability, accidental death and dismemberment insurance, 401(k), and pension opportunities.
• Ongoing professional development, well-being programs, gift matching, and community volunteer support.