Wealth Management, Financial Investment Professional, Associate​/Vice President- West Palm

West Palm Beach, FL, United States

Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day‑to‑day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad‑hoc items tied to client requests. This is a longer‑term role working closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships.

• Act as the ‘Chief Investment Officer’ of the PWM team, exhibiting expertise across asset classes and investment vehicles.
• Develop relationships with clients and act as the primary point of contact for account‑related questions.
• Conduct client‑facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk/return.
• Assist in the day‑to‑day management of client accounts, including portfolio implementation and re‑balancing across asset classes.
• Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance.
• Lead or participate in cross‑functional group projects to improve quality and efficiency within the PWM team.
• Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts.
• Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios.
• Drive team efficiency by streamlining operations flows, strategic business planning, and support/service infrastructure.

• Bachelor’s degree required (CPA, JD, or MBA degrees welcome).
• 5+ years of investment management, investment banking, or comparable experience.
• Strong leadership skills and record of demonstrated achievement.
• Ability to work in a fast‑paced environment and think clearly under pressure.
• Strong interest in the financial markets and good investment sense/commercial instinct.
• Ability to multi‑task and work with numerous colleagues and desks across the Firm.
• Strong verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Detail‑oriented and highly organized.
• Strong financial modeling and presentation skills.
• SIE, Series 3, 7 and 63 (must be obtained within three months of employment).
• Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy.