Wealth Advisor - Wealth Advisory - Peoria, IL

hirify.globalss="location">Location: Onsite at the hirify.global office in Peoria, Illinois, United States

hirify.globalss="salary">Salary: $72,000–$151,000 per year in Illinois

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 employees and 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Support Senior Wealth Advisors in delivering comprehensive, holistic financial services.
• Develop new business opportunities in the marketplace.
• Advise clients on the advantages and disadvantages of different investment strategies.
• Create, implement, and regularly review financial plans covering investments, tax, insurance, estate, and retirement planning.
• Coordinate with investment managers, brokers, internal teams, and external partners to support client activity.
• Oversee transaction processing, resolve inquiries, and prepare client meeting presentations.

hirify.globalss="requirements">Requirements

• Three years of related financial services experience, or equivalent related experience.
• Bachelor’s degree required; relevant experience, education, and training may be considered instead.
• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Series 65, Series 66, or equivalent certification/license required.
• Knowledge of financial planning, tax, insurance, estate, investment, and retirement planning.

hirify.globalss="culture-benefits">Culture & Benefits

• Collaborative environment focused on career growth.
• Competitive compensation influenced by geography, experience, education, skills, and knowledge.
• Health, dental, and vision benefits.
• 401(k) and additional wellness benefits supporting physical, financial, social, and emotional well-being.
• Culture that welcomes different beliefs and perspectives.