Associate Private Wealth Strategist (Wealth Management)

TL;DR

Associate Private Wealth Strategist (Wealth Management): Supporting prospect analysis and proposal development for high-net-worth clients with an accent on investment acumen and storytelling. Focus on customizing portfolio recommendations, developing client-facing marketing materials, and conducting technical investment research.

Location: Oklahoma City, Tulsa, or Dallas, US

Company

hirify.global is a stable financial organization providing a wide range of investment, lending, and trust solutions.

What you will do

• Standardize and update marketing templates to improve quality and consistency in partnership with front-line teams.
• Develop topical client-touchpoint materials, including retirement planning content and dashboards.
• Collaborate with advisors and investment managers to customize portfolio recommendations and pitch decks.
• Conduct technical research to support potential portfolio positioning changes.
• Integrate alternative investments into holistic portfolio recommendations and presentations.
• Facilitate client onboarding by partnering with investment managers to implement presented portfolios.

Requirements

• Bachelor’s degree in finance or economics.
• 2-4 years of experience in investment analysis, wealth management or a related field.
• Experience with portfolio construction and various investment products.
• Proficiency with research tools such as Morningstar and Bloomberg.
• Strong analytical, communication, and storytelling skills.
• Must be based in or able to work from Oklahoma City, Tulsa, or Dallas.

Nice to have

• CFA designation or progress toward the CFA designation.
• Experience leveraging AI tools to improve efficiency and scalability.

Culture & Benefits

• Collaborative environment emphasizing trust, integrity, and personalized service.
• Focus on long-term client relationships and ethical practices.
• Excellent training and development to support long-term career growth.
• Stable and financially strong organizational environment.
• Equal opportunity employer commitment.