Investment Advisor I (Finance)

Location: Cleveland, Ohio, United States; in-office role

Base salary: $75,000–$125,000 per year, plus incentive eligibility.

Company

hirify.global is a banking organization whose Private Bank provides investment and financial services to clients.

What you will do

• Support the management of client accounts in line with established investment objectives.
• Provide actionable investment advice, market insight, and reporting on investment results.
• Help maintain and grow assets under management.
• Participate in sales efforts by introducing and expanding financial services for clients.
• Follow investment policies, procedures, and enterprise risk management practices.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• Typically 2+ years of relevant professional experience.
• Knowledge of investment management, portfolio management, financial modeling, and investment consulting.
• Skills in client relationship management, decision-making, communication, and investment reporting.
• Must work in-office in Cleveland, Ohio.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• Inclusive workplace focused on customer service, collaboration, and risk management.
• Medical, prescription, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid parental leave, holidays, vacation, and occasional absence days, subject to eligibility.
• Educational assistance, wellness programs, and dependent care support.