Asset & Wealth Management, Business Development Professional, Associate (Wealth Management)

Location: Miami, Florida, United States; office-based

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York.

What you will do

• Support Private Wealth Advisors with existing client relationships and new business generation focused on the Mexico market.
• Conduct client-facing portfolio analyses covering strategic and tactical asset allocation and portfolio risk/return.
• Monitor macroeconomic trends and internal research to assess potential portfolio impacts.
• Develop sustained outreach through marketing presentations, investment materials, research publications, and client events.
• Manage Salesforce client relationship activity, prospective-client meetings, follow-up, and internal new business strategy meetings.

Requirements

• Bachelor's degree.
• 3+ years of related financial services experience.
• Native Spanish fluency required.
• Interest in pursuing a career as a Private Wealth Advisor.
• Strong interest in financial markets, investment sense, commercial instinct, communication, interpersonal, organizational, and project management skills.
• Ability to work in a fast-paced environment, think clearly under pressure, multitask, collaborate across the firm, build relationships, and solve problems creatively.
• SIE, Series 3, 7, and 63 licenses must be obtained within three months of employment.

Nice to have

• CFA Charter and/or CFP; sponsorship is available in accordance with firm policy.
• Entrepreneurial spirit and preference for a team-oriented environment.

Culture & Benefits

• Training and development opportunities, firmwide networks, benefits, wellness, personal finance offerings, and mindfulness programs.
• Commitment to diversity, inclusion, equal opportunity, and reasonable recruiting accommodations for candidates with disabilities or special needs.