Wealth Management Professional, Senior Analyst

Location: Atlanta, GA, United States

Company

hirify.global is a global investment banking, securities, and investment management firm serving individuals, institutions, and corporations through wealth management and related financial services.

What you will do

• Support Private Wealth Advisors with relationship management for high-net-worth and ultra-high-net-worth clients, family offices, university endowments, and nonprofits.
• Prepare client-facing materials covering asset allocation, portfolio and risk analytics, historical performance, and economic and market reviews.
• Execute, process, and reconcile trades across equities, equity options, fixed income, and currencies.
• Manage advisory business implementation, portfolio rebalancing, cash balances, and private banking services.
• Coordinate client onboarding and wealth advisory services while providing information about client reporting and web capabilities.
• Serve as a liaison to internal teams supporting the Private Wealth Management business and contribute to operational oversight.

Requirements

• Bachelor's degree.
• Strong interest in client service with excellent verbal and written communication skills.
• Ability to work in a fast-paced environment, think clearly under pressure, multitask, and collaborate across teams and desks.
• Strong organizational and interpersonal skills with the ability to work autonomously.
• SIE, Series 3, Series 7, and Series 63 licenses must be obtained within three months of employment.

Culture & Benefits

• Training and development opportunities support professional and personal growth.
• Firmwide networks and diversity and inclusion initiatives support an inclusive workplace.
• Benefits include wellness, personal finance offerings, and mindfulness programs.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.