Investment Advisor II (Wealth Management)

Location: Onsite in Pittsburgh, Pennsylvania, at the Tower at hirify.global Plaza

Company

hirify.global is a financial services company providing wealth management and investment solutions to its clients.

What you will do

• Manage client accounts in line with established investment objectives.
• Provide actionable investment advice, market insight, and performance reporting.
• Apply investment and asset management strategies to client portfolios.
• Maintain and grow assets under management through client relationship development.
• Introduce and expand financial services for existing clients.
• Follow hirify.global policies and procedures to manage investment and business risks.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 3+ years of relevant or direct industry experience.
• FINRA Series 7 and 66 licenses, or Series 63 and 65 licenses, required.
• Life and Health license required.
• Knowledge of portfolio management, investment consulting, financial modeling, and client relationship management.
• Employment visa sponsorship and STEM OPT participation are not available for this position.

Culture & Benefits

• In-office workplace with a supportive and inclusive culture.
• Medical, prescription, dental, and vision coverage, including 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 and service.
• Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.