Investment Associate II (Wealth Management)

Location: Milwaukee, WI, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Prepare portfolio materials, retrieve reports, and set up documentation for new and existing client accounts.
• Respond to client and portfolio manager requests, process account information updates, cash transfers, fund trades, physical securities, and DTC transfers.
• Research tax-cost discrepancies, review fee worksheets, and coordinate account adjustments.
• Support monthly compliance reviews, new account reviews, investment guidelines, and risk management requirements.
• Begin making recommendations to support Investment Advisors and participate in client meetings.
• Use the Goals Driven Wealth Management tool in client meetings and solve straightforward operational problems using judgment and established precedents.

Requirements

• 1–3 years of experience within the financial services industry.
• Knowledge of investment products, services, and terminology, typically gained through on-the-job training.
• Strong analytical, organizational, and communication skills.
• Coursework completed toward a CFA or CFP designation.
• Expanded conceptual knowledge in the relevant job discipline and an understanding of key business drivers.
• Ability to explain complex information in straightforward situations and provide informal guidance to new team members.
• U.S. work authorization without current or future employment-based visa sponsorship is required.

Culture & Benefits

• Flexible and collaborative work culture with a history of financial strength and stability.
• Internal movement is encouraged and senior leaders are accessible.
• Inclusive workplace with opportunities to support local communities through philanthropy.
• Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.