Wealth Analyst

Location: Morristown, New Jersey, United States; onsite 4 days per week

Salary: $63,000–$77,000 per year

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Prepare financial plans, investment reports, and tax and estate analyses.
• Prepare for client meetings, document task items, and coordinate client service execution.
• Gather client data and information and bring relevant observations to Lead Advisors.
• Support simple projects and plans while observing and learning complex planning work.
• Build financial planning and investment knowledge through increasing responsibility.
• Attend networking events and begin building relationships in the community and with centers of influence.

Requirements

• Bachelor’s degree in a related field and active progress toward CFP credentials.
• Typically 0–3 years of experience.
• Basic knowledge of financial planning, investments, and client relationship skills.
• Experience interacting with custodians and proficiency with back-office processes.
• Experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, and planning and investment software.
• Unrestricted U.S. work authorization is required; U.S. employment opportunities generally require U.S. citizenship or permanent residency.

Culture & Benefits

• Collaborative, client-first environment focused on professional growth.
• 401(k) plan with employer matching.
• Subsidized medical plans plus employer-paid dental, vision, life, and disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts, Health Savings Accounts, dependent care, commuter, and transit benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.