UHNW Wealth Advisory Associate | Global, Fiduciary-Driven

WE Family Offices LLC.; Miami (FL); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

WE Family Offices is seeking an Associate to join our Miami team and support senior advisors in delivering bespoke wealth-management services to ultra-high-net-worth families. The role involves preparing analyses, presentations, and reports on investment portfolios, wealth structures, and family governance.

You will gather financial data, coordinate with internal and external professionals, and contribute to research on investment solutions and industry trends, ensuring high-quality

Formación

• Strong analytical and quantitative skills with ability to build financial models and present findings clearly.

Responsabilidades

• Support senior team members in delivering advisory services to UHNW families.
• Prepare analyses, presentations, and reports related to investment portfolios, wealth structures, and governance.
• Gather and organize financial data, coordinate with internal and external professionals.
• Assist in implementing and monitoring client strategies and research trends.

Conocimientos

Analytical skills

Quantitative skills

Excellent written and verbal коммуника

Organizational and time management

Teamwork and collaboration

Client-first fiduciary mindset

Ethical standards

Educación

Bachelor’s degree in finance, economics, business, accounting, or a related field

Herramientas

Excel

Financial modeling tools

Descripción del empleo

WE Family Offices is seeking an Associate to join our Miami team and support senior advisors in delivering bespoke wealth-management services to ultra-high-net-worth families. The role involves preparing analyses, presentations, and reports on investment portfolios, wealth structures, and family governance.

You will gather financial data, coordinate with internal and external professionals, and contribute to research on investment solutions and industry trends, ensuring high-quality