Fiduciary Advisor I (Finance)

Location: In-office in Cincinnati, Ohio (45202), United States

Base salary: $52,500–$87,500 per year, plus incentive eligibility.

Company

hirify.global is a banking and financial services corporation providing private banking and fiduciary services.

What you will do

• Support fiduciary decision-making and administer accounts where hirify.global serves as trustee, guardian, or agent.
• Execute account plans and documents in accordance with state law, fiduciary policies, and procedures.
• Manage legal, compliance, and operational risks, resolving issues and escalating client concerns.
• Communicate with clients, beneficiaries, and other stakeholders, including through customized advice and presentations.
• Prepare analyses and recommendations for senior management or committee review.
• Maintain and grow assets under management through client relationship management.

Requirements

• Bachelor's degree or a comparable combination of education, certifications, and experience.
• At least 2 years of relevant professional experience.
• Knowledge of account management, fiduciary responsibilities, risk assessment, legal practices, and investment management.
• Strong accuracy, attention to detail, communication, decision-making, and problem-solving skills.
• Ability to work in-office in Cincinnati, Ohio.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer experience, respect, and employee contribution.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Educational assistance, wellness programs, and dependent care support.