Advisor - Chicago

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

Salary: $85,000–$135,000 per year, plus discretionary year-end profit sharing and equity opportunities.

Company

hirify.global is a purpose-driven registered investment adviser providing wealth management services focused on aligning clients’ wealth, passion, and purpose.

What you will do

• Manage day-to-day priorities, workload, and client service delivery for assigned teams.
• Act as a primary contact for client communications and coordinate timely, thorough responses with the Lead Advisor.
• Review portfolios, develop investment and financial planning recommendations, and prepare client meeting agendas and deliverables.
• Analyze advanced planning topics including tax-loss harvesting, equity compensation, wealth transfer, risk management, and portfolio rebalancing.
• Lead client meetings, present planning topics, coordinate post-meeting actions, and maintain accurate CRM records.
• Review and approve trades, wire requests, journals, and other client implementation activities while mentoring Analysts and Associate Advisors.

Requirements

• 4+ years of experience in financial planning, wealth management, or a related industry preferred.
• Undergraduate degree required.
• CFP, CPA, CFA, or JD required.
• Proficiency with Microsoft Office, including Word and Excel, and ability to learn related systems.
• Strong organization, prioritization, analytical, communication, interpersonal, and problem-solving skills.
• Must be able to work full-time in the Chicago office; the role is exempt and on-site.

Culture & Benefits

• Medical, dental, and vision coverage fully paid for employees.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from Day 1, winter break, summer Friday flex-days, and 10 paid holidays.
• Paid parental leave, adoption benefits, subsidized transit, and cell phone data reimbursement.
• Reimbursement for required training, certifications, licensing, and professional dues, plus career development and wellbeing programs.
• Team-building and social events, volunteer time off, employee-led book clubs, committees, and affinity groups.