Advisor (Wealth Management)

Location: Chicago, IL; on-site and in-office, full-time position.

Salary: $85,000–$135,000 per year, plus eligible discretionary year-end profit sharing and Restricted Equity Units.

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through wealth management services.

What you will do

• Manage the day-to-day responsibilities, priorities, and workload of client service teams.
• Act as a primary contact for client communications and coordinate timely, thorough responses with the Lead Advisor.
• Review client portfolios, recommend investment and planning strategies, and approve trades and portfolio rebalances.
• Prepare and present client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.
• Coordinate implementation activities, including trades, wire requests, journals, record-keeping, and post-meeting action items.
• Collaborate with Tax, Investments, Estate Planning, Risk Management, Analysts, and Associate Advisors while mentoring team members on complex planning and service delivery.

Requirements

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.
• Baseline proficiency in Microsoft Office Suite, including Word, Excel, and Windows, required.
• Ability to organize and prioritize multiple client relationships with competing priorities and coordinate team resources effectively.
• Excellent written and verbal communication, interpersonal, teamwork, analytical, and problem-solving skills.
• Ability to manage workflows proactively, maintain high standards, demonstrate integrity and attention to detail, and adapt to changing priorities.
• Ability to project a capable and trustworthy image and take ownership of workload, communications, and tasks.

Culture & Benefits

• Work-from-office culture with flexibility, a collaborative team-based environment, and a focus on equity, respect, inclusion, continuous learning, and community impact.
• Fully paid medical, dental, and vision coverage; 401(k) with 100% match up to 3% of annual compensation; equity ownership opportunities; and financial planning discounts.
• Minimum three weeks of PTO from Day 1, winter break, Summer Friday flex-days, 10 paid holidays, unlimited volunteer time off, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and dues; career development plans; coaching; professional and personal wellbeing stipend; and training in emotional and social intelligence.
• Paid parental leave, adoption benefits, team-building and social events, employee-led groups, and a three-month paid sabbatical after 10 years.