Portfolio Advisor, Wealth Management

Location: Lake Forest, Illinois, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $114,500–$194,700 USD annual base pay.

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-producing accounts involving high-net-worth and ultra-high-net-worth personal trusts.
• Develop investment recommendations designed to achieve individual client objectives.
• Analyze and continuously revise overall investment strategies as client goals and needs change.
• Coordinate portfolio activity with client service teams, clients, co-trustees, consultants, legal teams, and outside attorneys.
• Apply investment strategies, portfolio research, investment methodologies, national investment guidelines, and risk-management practices.
• Execute initiatives, capability rollouts, required training, and continuous improvement feedback while solving complex problems.

Requirements

• At least 8 years of investment experience working with high-net-worth and ultra-high-net-worth wealth management clients.
• Experience with investment research and consistent long-term investment performance against objectives.
• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and financial marketplaces.
• Decision-making, sales, and negotiation skills for revenue generation and sensitive client situations.
• In-depth knowledge of the role's discipline and basic knowledge of related disciplines; ability to support less-experienced colleagues.
• U.S. work authorization is required, and visa sponsorship is not available now or in the future.

Nice to have

• Professional designation such as CFA.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Opportunities for internal movement and professional development.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, voluntary benefits, and well-being programs.
• Discretionary bonus program that may include an equity component.