Company Description:
WE Family Offices is an award-winning independent family office firm with offices in New York and Miami, serving single family offices and ultra-high net worth families worldwide. The firm focuses on helping families address complex, real-life wealth challenges by building customized “wealth enterprises” that manage wealth with the rigor of a well-run company. WE Family Offices is an independent advisory firm and one of only 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry, underscoring its commitment to putting clients’ interests first. As a Certified B Corporation, the firm balances profit with purpose and has been recognized for Outstanding Contribution to Wealth Management Thought Leadership and listed among the Financial Times’ Top 300 Independent Advisors in the United States. WE advises or reports on approximately $9.3 billion in assets for 72 families and enhances its global capabilities through alliances with Wren Investment Office in London and MdF Family Partners in Madrid.
Role Description:
The Associate role at WE Family Offices is a full-time, on-site position based in Miami, FL. The Associate will support senior team members in delivering advisory services to ultra-high net worth families, including preparing analyses, presentations, and reports related to investment portfolios, wealth structures, and family governance. Day-to-day responsibilities include gathering and organizing financial data, coordinating with internal and external professionals, and assisting in the implementation and monitoring of client strategies. The role also involves contributing to research on investment solutions and industry trends, maintaining accurate documentation and workflows, and helping ensure a high standard of service and responsiveness for client families. The Associate will collaborate closely with colleagues across the firm to support a consistent, fiduciary-focused client experience.
Qualifications:
Candidates should possess strong analytical and quantitative skills, including proficiency with Excel and financial modeling tools.
Candidates should possess excellent written and verbal communication skills, including the ability to prepare clear presentations, reports, and client correspondence.
Candidates should possess strong organizational and time management skills, with the ability to manage multiple projects and meet deadlines in a fast-paced environment.
Candidates should possess teamwork and collaboration skills, including the ability to work effectively with colleagues, external advisors, and client families.
Candidates should possess high ethical standards, sound judgment, and a demonstrated commitment to a client-first, fiduciary mindset.
Bachelor’s degree in finance, economics, business, accounting, or a related field; progress toward or interest in CFA, CFP, or similar designation is beneficial.
Prior experience in wealth management, family offices, investment management, or financial services is preferred.
Comfort working with global families and cross-border issues; proficiency in additional languages is a plus.
