Associate Advisor (Wealth Management)

Location: Wilmington, United States; hybrid workplace

Company

hirify.global is a NASDAQ-listed global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments.

What you will do

• Deliver day-to-day wealth management services under the supervision of senior client team members.
• Prepare customized client presentations covering portfolio performance, analysis, planning recommendations, and cash flow management.
• Develop investment portfolio allocations and Investment Policy Statements aligned with firm investment themes and client goals.
• Maintain, create, and analyze performance reports; execute investment decisions and prepare client wealth forecasts.
• Communicate with clients, outside advisors, and internal Client Service teams to process requests accurately and on time.
• Support new client onboarding and business development activities.

Requirements

• Bachelor’s degree in economics, business, or a related field.
• One to three years of related experience, or an equivalent combination of education, experience, and training.
• Strong written and verbal communication, analytical, organizational, prioritization, and attention-to-detail skills.
• Ability to manage multiple clients and advisors while working effectively in a team and independently.
• High proficiency with Microsoft Excel, PowerPoint, and Word.
• Ability to learn performance reporting, data aggregation, analytics, and client relationship management systems.

Nice to have

• Experience communicating with and presenting to clients.

Culture & Benefits

• Opportunities for professional development and education.
• Collaborative, entrepreneurial team environment focused on continuous improvement.
• Exposure to clients and colleagues across offices and three continents.

Hiring process

• Application review is listed as the first hiring stage.