Sr Investment Advisor - Private Bank

Location: Phoenix, Arizona, United States. Responsibilities require regular time in the office or in the field; hirify.global is an in-office company. Employment visas and STEM OPT sponsorship are not provided.

Company

hirify.global is a financial services company with a Private Bank organization serving clients through investment and wealth-management services.

What you will do

• Manage client accounts in accordance with investment objectives developed with clients.
• Provide specialized investment advice and partner with specialists supporting portfolio strategy, objectives, and performance.
• Deliver actionable investment advice, market insight, and reporting on investment results.
• Maintain expert knowledge of complex investment and asset-management strategies.
• Maintain and grow assets under management and support or lead sales efforts through the introduction and expansion of financial services.
• Execute risk-management practices in accordance with hirify.global policies and procedures and may provide direction to investment professionals.

Requirements

• University or college degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Bachelor's degree.
• Typically 8+ years of industry-relevant experience.
• Knowledge and skills in client relationship management, decision-making and critical thinking, effective communication, investment consulting, portfolio management, products and services, and value selling.
• Ability to focus on customer needs and create customized customer solutions.
• Ability to assess and manage risks associated with business objectives in accordance with an enterprise risk-management framework.

Nice to have

• Master's degree, PhD, or relevant certifications.
• Accountability, budget management, competitive advantages, finance strategy, financial modeling, investment management, and relationship management.

Culture & Benefits

• Inclusive and accessible workplace focused on customer service, risk management, and employee contribution.
• Full-time benefits may include medical, prescription drug, dental, vision, life, and disability coverage.
• 401(k) with company match, pension, stock purchase plans, dependent-care reimbursement, and backup child or elder care.
• Adoption, surrogacy, doula, educational-assistance, and wellness programs may be available.
• Paid parental leave, up to 11 paid holidays, 9 occasional absence days, and 15–25 vacation days depending on career level and years of service.