Investment Advisor II (Finance)

Location: Philadelphia, Pennsylvania, United States; in-office role

Company

hirify.global is a financial services organization with a Private Bank investment advisory business.

What you will do

• Manage client accounts according to established investment objectives.
• Provide actionable investment advice, market insight, and performance reporting.
• Apply investment and asset management strategies to client portfolios.
• Maintain and grow assets under management through client relationship development.
• Support sales efforts by introducing and expanding financial services for clients.
• Follow hirify.global policies and procedures while managing investment and business risks.

Requirements

• University or college degree, typically a bachelor’s degree.
• 3+ years of relevant or direct industry experience.
• Experience with investment management, portfolio management, and investment consulting.
• Client relationship management, effective communication, decision-making, and critical thinking skills.
• Must work in the Philadelphia 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 drug, dental, and vision coverage options.
• Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Educational assistance, wellness programs, dependent care support, and family-related reimbursements.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level.