Financial Investment Professional (Wealth Management)

TL;DR

Financial Investment Professional (Wealth Management): Supporting Private Wealth Advisors in managing ultra-high net worth client relationships with an accent on portfolio construction and asset allocation. Focus on executing multi-asset transactions, conducting risk/return analyses, and streamlining team operational efficiency.

Location: Onsite in West Palm Beach, FL, United States

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Act as the Chief Investment Officer for the PWM team, managing expertise across various asset classes and investment vehicles.
• Develop and maintain client relationships, serving as the primary point of contact for account inquiries.
• Perform portfolio analyses, including strategic and tactical asset allocation and risk/return assessments.
• Manage day-to-day account operations, including portfolio implementation and re-balancing.
• Execute transactions for equities, fixed income, mutual funds, and derivatives across client accounts.
• Monitor macroeconomic trends and internal research to optimize client portfolios.

Requirements

• Bachelor's degree required (CPA, JD, or MBA preferred).
• 5+ years of experience in investment management, investment banking, or comparable roles.
• Strong financial modeling and presentation skills.
• Must obtain SIE, Series 3, 7, and 63 licenses within three months of employment.
• Proven leadership skills and ability to operate effectively in a fast-paced, high-pressure environment.

Nice to have

• CFA Charter or CFP certification (sponsored by the firm).

Culture & Benefits

• Commitment to diversity and inclusion with extensive professional growth opportunities.
• Access to global firmwide networks, training, and development programs.
• Comprehensive wellness, personal finance offerings, and mindfulness programs.
• Focus on fostering an environment where individual uniqueness drives professional success.