Registered Associate 2 (Investment Services)

Location: Chicago, IL, United States; applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $67,500–$111,500 USD annually, plus a discretionary bonus program.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Provide day-to-day client servicing, including account opening, maintenance, servicing, and trade execution.
• Onboard new client relationships through correspondence, reports, account paperwork, and advisory agreements.
• Support Financial Advisors in evaluating investment objectives, risk tolerance, and income needs.
• Build proactive relationships with clients, Financial Advisors, and internal and external business partners.
• Maintain client information and records in the CRM and in accordance with regulatory compliance requirements.
• Serve as a subject matter expert, provide guidance to less experienced associates, and handle cross-functional operational and strategic activities.

Requirements

• FINRA Securities Industry Essentials Exam (SIE), Series 7 or 7TO, and 63/65 or 66 are required.
• Three or more years of client-facing experience in brokerage, investment advisory, or financial services is preferred.
• Thorough knowledge of investment products, including stocks, bonds, mutual funds, and options.
• Excellent analytical, verbal, and written communication skills.
• Strong organizational skills and the ability to prioritize competing needs.
• A college or university degree is preferred.

Nice to have

• Experience with Microsoft Office, Wealthscape, Morningstar Analytics, or Thomson ONE.
• Experience providing informal guidance and training to new team members.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.