Senior Investment Advisor - Private Bank

Location: Phoenix, Arizona, United States; regular time in the office or field is required.

Company

hirify.global’s Private Bank organization provides investment and asset management services for private banking clients.

What you will do

• Manage client accounts according to established investment objectives.
• Provide specialized investment advice and partner with specialists on portfolio strategy and performance.
• Deliver actionable investment advice, market insight, and reporting on investment results.
• Maintain and grow assets under management while supporting sales of financial services.
• Execute risk management practices in accordance with company policies and procedures.
• Provide direction to investment professionals when needed.

Requirements

• University or college degree; a bachelor’s degree is listed for the position.
• Typically 8+ years of relevant industry experience.
• Expert knowledge of complex investment and asset management strategies.
• Experience with portfolio management, investment consulting, financial modeling, and client relationship management.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office work environment with regular office or field responsibilities.
• Medical, prescription drug, dental, and vision coverage, with a Health Savings Account option.
• Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.