Investment Advisor I (Finance)

Location: In-office in Troy, Lansing, or Grand Rapids, Michigan

Company

hirify.global provides banking and Private Bank financial services focused on investment management and client solutions.

What you will do

• Support the management of client accounts according to established investment objectives.
• Deliver investment advice, market insights, and reporting on investment results.
• Support the maintenance and growth of assets under management.
• Participate in sales efforts by introducing and expanding financial services for clients.
• Follow hirify.global policies and procedures and support risk management practices.

Requirements

• Bachelor's degree or a comparable combination of education, certifications, and experience.
• At least 2 years of relevant professional experience.
• Knowledge of investment management, financial modeling, portfolio management, and investment consulting.
• Strong client relationship management, communication, decision-making, and critical-thinking skills.
• Willingness to work in an office in Troy, Lansing, or Grand Rapids, Michigan.
• 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 drug, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness support.
• Paid holidays, occasional absence days, vacation, parental leave, and other eligible paid time off.
• Educational assistance, wellness programs, and dependent care, adoption, surrogacy, and doula reimbursement options.