Investment Advisor III - Private Bank

Location: Phoenix, Arizona, United States; in-office

Company

hirify.global provides banking and financial services, including private-bank investment and asset management solutions.

What you will do

• Manage investment accounts according to client investment objectives.
• Provide actionable investment advice, market insight, and performance reporting.
• Apply complex investment and asset management strategies.
• Maintain and grow assets under management while supporting the introduction and expansion of financial services.
• Execute risk-management practices in accordance with hirify.global policies and procedures.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 5+ years of relevant industry experience.
• Knowledge of investment management, portfolio management, financial modeling, and investment consulting.
• Strong client relationship management, decision-making, critical-thinking, and communication skills.
• Ability to work in the Phoenix office; employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• Inclusive, supportive, and accessible workplace culture.
• Medical, prescription, dental, and vision coverage options.
• 401(k) with hirify.global match, pension, stock purchase plans, and financial wellness incentives.
• 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.