Associate Investment Advisor (Finance)

Location: In-office in Philadelphia, Pennsylvania (19103), United States

Company

hirify.global is a financial services company with a Private Bank organization focused on delivering investment and wealth management services to clients.

What you will do

• Support the management of client accounts in line with established investment objectives.
• Deliver investment advice, market insights, and reporting on investment results.
• Help maintain and grow assets under management and participate in introducing financial services to clients.
• Support risk management by following hirify.global policies and procedures.
• Build client relationships and provide customized investment solutions.

Requirements

• Bachelor's degree or a comparable combination of education, certifications, and experience.
• 2+ years of relevant professional experience.
• Knowledge of investment management, portfolio management, financial modeling, and investment consulting.
• Strong client relationship management, communication, decision-making, and critical-thinking skills.
• Must be based in Philadelphia and work in the office.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace culture focused on respect, collaboration, and customer service.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• 401(k) matching, pension, stock purchase plans, and disability protection.
• Paid holidays, parental leave, vacation, and occasional absence days.
• Educational assistance, wellness programs, and dependent care support.