Investment Advisor Sr (Investment Management)

Location: Onsite in Palm Beach Gardens, Florida, United States

Company

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

What you will do

• Manage client accounts according to established investment objectives.
• Provide specialized investment advice, market insight, actionable recommendations, and reporting on investment results.
• Apply complex investment and asset management strategies to support portfolio objectives.
• Maintain and grow assets under management while supporting or leading client-focused financial services sales efforts.
• Execute risk management practices in accordance with hirify.global policies and procedures.
• Provide direction to investment professionals when needed.

Requirements

• Bachelor's degree or a comparable combination of education, certifications, and experience.
• Typically 8+ years of relevant industry experience.
• Knowledge of investment management, portfolio management, financial modeling, and investment consulting.
• Strong client relationship management, communication, decision-making, and critical-thinking skills.
• Must work in the office in Palm Beach Gardens, Florida.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Culture & Benefits

• Inclusive workplace focused on customer experience, respect, collaboration, and employee contribution.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) with company match, pension, stock purchase plans, and financial wellness incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.
• Educational assistance, wellness programs, and dependent care, adoption, surrogacy, and doula reimbursement options.