Associate, Wealth Strategist

Location: Jacksonville, Florida, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Company

hirify.global is a global financial services company providing wealth management, asset servicing, asset management, and banking services.

What you will do

• Respond to personal financial planning client inquiries and initiate requested account transactions.
• Research and prepare estate agreements, marketing updates, reports, and other materials for client meetings and presentations.
• Set up and maintain documentation for existing client accounts and new business prospects.
• Coordinate client meetings, including travel, audiovisual support, and meal reservations.
• Submit account documents to legal teams and external attorneys to resolve missing or incorrect information.
• Coordinate special projects, account analyses, workflow reports, and communication across partner areas.

Requirements

• 1–3 years of related client servicing experience.
• Knowledge of personal financial planning products and services.
• Knowledge of banking computer applications, including email, trust systems, and Focus.
• Organizational and personal computer skills for preparing client materials and presentations.
• Authorization to work in the U.S. without requiring employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on supporting clients and communities.
• Employee participation in philanthropic and community initiatives.
• Reasonable accommodations are available during the employment process.