Financial Advisor (Investments and Planning)

Location: DeKalb, IL - Main Branch, United States; onsite

Company

hirify.global is a banking organization providing investment, fiduciary, financial planning, and related financial services.

What you will do

• Advise affluent clients with sophisticated investment needs through multiple delivery channels.
• Assess clients’ financial situations, investment objectives, and risk tolerance during regular meetings.
• Provide investment management, fiduciary advice, specialized asset management, financial planning, and business succession planning guidance.
• Develop relationships with third-party referral sources to generate new business.
• Partner with internal bank specialists to deliver comprehensive solutions.
• Accommodate client meetings scheduled before or after normal business hours.

Requirements

• Bachelor’s degree in Business Administration or a related field, or equivalent experience.
• At least 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations, or Series 63 and 65.
• State Life, Accident & Health, and Variable Contract insurance licenses.
• Successful business development, relationship management, and investment-industry sales experience.
• Unrestricted work authorization in the United States; future sponsorship is not available.

Culture & Benefits

• Medical, dental, and vision insurance.
• 401(k) with matching contributions.
• Time off programs and health savings account options.
• Short-term and long-term disability insurance.
• Employee banking, growth opportunities, and tuition assistance.
• Onsite collaboration, mentorship, and a workplace focused on belonging.