Financial Advisor

Location: Chicago, IL, United States; full-time onsite role

Company

hirify.global Wealth Management provides investment, trust, asset management, and other financial services for private clients through hirify.global and its wealth management subsidiaries.

What you will do

• Build and deepen relationships with clients, prospects, referrals, and colleagues.
• Assess clients’ financial situations and develop, administer, and update appropriate financial plans.
• Gather assets for fee-based and traditional brokerage accounts and sell financial products including mutual funds, stocks, and bonds.
• Generate leads, recruit clients, meet sales quotas, and support client retention.
• Analyze market data and industry research to support financial consulting decisions.
• Maintain compliance with FINRA, SEC, and firm rules while collaborating with other team members.

Requirements

• Series 7 and Series 66, or Series 63 and 65 licenses.
• Professional experience as a financial advisor, planner, specialist, or in a relevant role.
• Demonstrated record of providing successful financial guidance.
• Working knowledge of debt management, cash management, insurance coverage, investments, and other financial products and services.
• Strong market analysis, communication, negotiation, presentation, accuracy, and attention-to-detail skills.
• Ability to explain complex financial information clearly and work independently.

Culture & Benefits

• Large-corporation technology, products, benefits, and business development resources combined with a boutique-style service culture.
• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) with company match and an employee stock purchase plan with a 5% discount.
• Parental leave, flexible spending account, employee assistance program, tuition reimbursement, and transportation benefits.
• Family-friendly work hours and opportunities for internal promotion.
• Commission-based compensation tied directly to individual production, with discretionary or incentive bonus eligibility.