Wealth Management, Financial Investment Professional, Associate/Vice President - West Palm Beach

Location: West Palm Beach, FL, United States; office-based role

Company

hirify.global is a global investment banking, securities, and investment management firm serving clients, shareholders, and communities worldwide.

What you will do

• Support Private Wealth Advisors with day-to-day coverage of existing client relationships.
• Construct and implement portfolios, manage asset allocation, rebalance accounts, and analyze risk, return, and performance.
• Develop client relationships and serve as a primary contact for account-related questions.
• Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts.
• Monitor macroeconomic trends and internal research, assessing their impact on client portfolios.
• Coordinate with Operations and Compliance and lead or participate in projects that improve PWM efficiency and service infrastructure.

Requirements

• Bachelor’s degree required; CPA, JD, or MBA degrees are welcome.
• 5+ years of investment management, investment banking, or comparable experience.
• Strong leadership skills and a demonstrated record of achievement.
• Strong interest in financial markets, sound investment judgment, and commercial instinct.
• Ability to work in a fast-paced environment, think clearly under pressure, multitask, and collaborate with colleagues and desks across the firm.
• Strong verbal and written communication, organizational, interpersonal, and financial modeling skills.
• Strong presentation skills and attention to detail.
• SIE, Series 3, 7, and 63 licenses must be obtained within three months of employment.

Nice to have

• Obtaining the CFA Charter and/or CFP is highly encouraged; sponsorship is available in accordance with firm policy.

Culture & Benefits

• Opportunities for professional and personal development through training and firmwide networks.
• Benefits, wellness, personal finance, and mindfulness programs.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.