Lead Advisor, Chicago - KAR

Location: Remote, based in Chicago, United States, with approximately 50% travel

Starting salary: $120,000–$150,000 annually, plus variable compensation

Company

hirify.global is an asset and wealth management firm providing personalized investment management, retirement planning, tax and estate strategies, and related services to high-net-worth individuals and institutional clients.

What you will do

• Partner with the Managing Director and Business Development Officer to develop and manage client relationships.
• Attend prospective client meetings and custodian-sponsored events to support new business development.
• Prepare and present customized investment proposals aligned with client goals.
• Provide financial planning, investment advisory, asset allocation, and wealth management services.
• Conduct portfolio review meetings and maintain proactive communication with clients.
• Use eMoney and other technology resources to support client financial planning.

Requirements

• Bachelor’s degree from an accredited college or university, preferably in finance or economics.
• 5+ years of financial services experience focused on wealth advisory client service.
• Experience and sound judgment in financial planning and wealth management.
• Strong oral, written, presentation, prioritization, and goal-management skills.
• Proficiency with Microsoft tools, eMoney, and Salesforce CRM.
• Series 65 or 66 required, unless waived by CFP or CFA credentials.

Culture & Benefits

• Collaborative, respectful, team-oriented work environment with open communication.
• Medical, dental, and vision insurance beginning on the first day.
• Life and disability insurance, health savings account with company match, and flexible spending accounts.
• Wellness program, tuition reimbursement, and 24-hour employee assistance program.
• Adoption assistance, paid family care time, and paid volunteer days.