Financial Advisor Analyst (Wealth Management)

Location: Albany, NY, United States

Salary: $60,000–$75,000 base salary

Company

hirify.global is a global investment banking, securities, and investment management firm serving private, institutional, and corporate clients.

What you will do

• Support Private Wealth Advisors with relationship management and investment processes for high-net-worth and ultra-high-net-worth clients, family offices, endowments, and nonprofits.
• Monitor portfolios, assess manager performance, identify rebalancing opportunities, and recommend tactical investment ideas.
• Develop customized asset allocation proposals aligned with client risk profiles, investment objectives, and market views.
• Prepare client-facing materials covering portfolio analytics, risk, performance, economic developments, and investment strategies.
• Conduct due diligence on internal and third-party investments across public and private markets.
• Execute trades across equities, equity options, fixed income, and currencies, while supporting client onboarding, reporting, digital engagement, and business development.

Requirements

• Bachelor’s degree from an accredited institution.
• Strong interest in financial markets, sound investment judgment, and commercial instinct.
• Ability to work effectively in a fast-paced, high-pressure environment and manage multiple priorities.
• Strong verbal and written communication, organizational, attention-to-detail, and interpersonal skills.
• Ability to collaborate with colleagues and desks across the firm.
• Must hold or be prepared to obtain the SIE, Series 7, and Series 66 licenses within three months of employment.

Culture & Benefits

• Training and development opportunities, firmwide networks, wellness programs, and personal finance offerings.
• Competitive benefits are generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.