Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst

Location: Miami, FL, United States; office locations in Miami and West Palm Beach.

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, serving individuals, family offices, institutions, corporations, and other clients.

What you will do

• Support Private Wealth Advisors in managing relationships with 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, private banking services, and client onboarding.
• Coordinate wealth advisory services and serve as a liaison to other areas supporting the Private Wealth Management business.
• Provide prospective clients with an overview of client reporting and web capabilities.

Requirements

• Bachelor's degree.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in client service.
• Self-motivated, autonomous, and collaborative working style.
• Ability to multitask and work with numerous colleagues and desks across the firm.
• Strong verbal, written, organizational, and interpersonal communication skills.
• SIE, Series 3, Series 7, and Series 63 licenses must be obtained within three months of employment.

Culture & Benefits

• Training and development opportunities, firmwide professional networks, wellness programs, personal finance offerings, and mindfulness programs.
• Commitment to diversity, inclusion, equal opportunity, and reasonable accommodations during the recruiting process.