Portfolio Advisor 3

Location: Greensboro, North Carolina, United States; onsite role with frequent driving

Company

hirify.global provides wealth-management and financial services through its WM - FNTC business unit.

What you will do

• Manage complex, high-net-worth investment portfolios for individual and institutional clients.
• Develop investment policy statements covering client risk tolerances and investment objectives.
• Adjust portfolios in response to changes in client objectives, corporate asset allocation, and tactical recommendations.
• Expand the book of business by identifying new-client and cross-sell opportunities.
• Collaborate with Client Advisors, Wealth Advisors, and internal and external centers of influence.
• Prepare written and verbal presentations and complete required compliance, regulatory, and risk-management activities.

Requirements

• BA or BS degree.
• At least 5 years of related experience.
• Expert knowledge of portfolio management, trusts, pensions, individual retirement accounts, foundations, endowments, equity and fixed-income markets, economics, asset allocation, and trading.
• Strong communication, analytical, organizational, interpersonal, customer-service, and project-management skills.
• Working knowledge of income and capital-gains tax.
• Obtain a Series 65 license within 60 days of hire.
• Must be legally authorized to work in the United States; employment-based visa sponsorship is not provided.

Nice to have

• MBA or CFA.
• CFA certification.

Culture & Benefits

• Risk management and regulatory compliance are core responsibilities of the role.
• Required corporate training is provided.
• The position includes client-facing work and external speaking engagements.
• Frequent driving is required beyond traditional office work.