Investment Advisor I

Location: In-office in Cincinnati, Ohio, United States

Base salary: $75,000–$125,000 per year, plus incentive compensation based on company, business, and/or individual performance.

Company

hirify.global provides banking and private wealth management services, with this role supporting the Private Bank organization.

What you will do

• Support the management of client accounts in line with established investment objectives.
• Deliver investment advice, market insight, and reporting on investment performance.
• Help maintain and grow assets under management.
• Participate in sales efforts by introducing and expanding financial services for clients.
• Support risk management through compliance with hirify.global policies and procedures.

Requirements

• Bachelor's degree required, or a comparable combination of education, certifications, and experience.
• Typically 2+ years of relevant professional experience.
• Knowledge of investment management, financial modeling, portfolio management, and investment reporting.
• Skills in client relationship management, investment consulting, decision-making, communication, and value selling.
• Must work in the Cincinnati, Ohio office; hirify.global will not provide employment visa sponsorship or participate in STEM OPT for this position.
• No required certifications, licenses, or language assessments.

Culture & Benefits

• Inclusive workplace focused on customer service, collaboration, and risk management.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• 401(k) matching, pension, stock purchase plans, disability protection, and life insurance.
• Educational assistance, wellness programs, and dependent care support.
• Paid holidays, parental leave, occasional absence days, and 15–25 vacation days depending on career level and service.