Portfolio Advisor

Location: Phoenix, AZ, United States

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage investment activities for major fee-revenue accounts, including personal trusts and individual portfolios.
• Develop investment recommendations aligned with individual client objectives and needs.
• Analyze and continuously revise investment strategies as client goals and circumstances change.
• Coordinate portfolio activity with client service teams, clients, co-trustees, consultants, legal teams, and outside attorneys.
• Apply investment strategies, research methodologies, portfolio tools, and National Investment Guidelines.
• Execute initiatives, capability rollouts, training, reporting, peer-review requirements, and risk-management practices.

Requirements

• 6–8 years of investment experience, potentially including investment research, with consistent long-term performance against objectives.
• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and marketplace characteristics.
• Decision-making, sales, and negotiation skills for revenue generation and sensitive client situations.
• In-depth conceptual and practical knowledge of the relevant discipline and basic knowledge of related disciplines.
• Ability to act as a resource for colleagues with less experience and solve complex problems.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Commitment to an inclusive workplace and community service.
• Reasonable accommodation is available during the employment process for individuals with health conditions and disabilities.