Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President

Location: Pittsburgh, PA, United States

Company

hirify.global is a global investment banking, securities, and investment management firm serving individuals, institutions, corporations, and communities through offices worldwide.

What you will do

• Build a business within hirify.global by leveraging professional experience and established networks.
• Establish, nurture, and grow relationships with ultra-high-net-worth individuals, families, and select institutions.
• Deliver holistic private wealth management advice and customized investment strategies.
• Partner with internal and external subject matter experts to develop bespoke client solutions.
• Provide exceptional client service while maintaining high ethical standards.
• Curate intermediary networks and leverage the hirify.global platform to provide access to investment opportunities and complementary services.

Requirements

• At least four years of experience in private wealth management, financial services, or a related field.
• Record of academic and professional achievement.
• Series 7, 63, and 3 licenses, or the ability to obtain them within three months of starting.
• Established professional network and strong relationship-building capabilities.
• Exceptional client focus, business development, analytical, interpersonal, and relationship management skills.
• Self-motivated, creative, collaborative, autonomous, and committed to excellence and integrity.

Culture & Benefits

• Opportunities for professional and personal growth through training and development programs.
• Firmwide networks supporting diversity, inclusion, and career development.
• Benefits, wellness, personal finance, and mindfulness programs.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.