Wealth Planning Associate

Location: Philadelphia, United States

Company

hirify.global is a global financial services firm providing private banking, investor services, capital partnership, technology solutions, and specialist client advice.

What you will do

• Support Wealth Planners with daily planning activities, document reviews, summaries, and long-term workflow management.
• Prepare client presentation materials and integrated wealth planning collateral for current and prospective Private Banking clients.
• Analyze complex estate and financial planning issues and construct creative, technically sound solutions for client needs.
• Manage requests from Relationship Management teams and communicate expectations and timelines to Wealth Planning colleagues.
• Collaborate with centers of influence, regional trust heads, team leaders, and event planners on client service and business development opportunities.
• Assist with wealth planning articles and contribute to a collaborative, team-oriented environment.

Requirements

• At least 5 years of experience in the wealth management industry.
• Experience working with high-net-worth individuals and families is beneficial.
• Experience with eMoney is required.
• Understanding of estate planning techniques for high-net-worth clients and general financial planning concepts.
• Experience preparing materials that illustrate client estate plans and financial planning analyses.
• Familiarity with Excel, PowerPoint, and Visio, plus the ability to multitask and solve problems independently.

Nice to have

• CFP designation or willingness to pursue the designation.

Culture & Benefits

• Full-time employment within a private partnership with a long-term focus on clients and employees.
• Collaborative culture based on collective debate, knowledge sharing, and cross-functional support.
• Opportunities for mentoring, professional development, and expanded impact beyond the daily role.
• Commitment to diverse experiences, transferable skills, sustainability, philanthropy, and employee wellbeing.