Investment Advisor Sr

Location: In-office in Pittsburgh, Pennsylvania, United States

Company

hirify.global provides banking and private wealth management services through its Private Bank organization.

What you will do

• Manage client accounts in line with established investment objectives.
• Provide actionable investment advice, market insight, and reporting on investment results.
• Apply complex investment and asset management strategies to client portfolios.
• Maintain and grow assets under management while supporting financial services sales.
• Execute risk management practices in accordance with company policies and procedures.
• Provide direction to investment professionals when needed.

Requirements

• Bachelor’s degree or a comparable combination of education, certification, and experience.
• Typically 8+ years of relevant industry experience.
• Knowledge of investment management, portfolio management, financial modeling, and investment consulting.
• Strong client relationship management, communication, decision-making, and critical-thinking skills.
• Must work in the Pittsburgh office; employment visa sponsorship and STEM OPT participation are not provided.

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.
• Educational assistance and dependent care, adoption, surrogacy, and backup care benefits.