About Fiori Financial
Fiori Financial is a dynamic, boutique family office located near downtown Fort Lauderdale. We serve high-net-worth families in a relationship-driven, fiduciary-focused environment and take pride in delivering thoughtful, customized investment solutions.
Our culture is collaborative, energetic, and intentionally non-traditional. The office includes amenities such as a dog park, putting green, and a Zen room—reflecting our belief that great work comes from a balanced, engaging environment.
Position Overview
We are seeking a fully certified CFA® with at least 5 years of trading and investment experience to join our growing multi-family office. This is a hands-on, analytical role working closely with advisors and firm leadership to support portfolio management, trading execution, investment research, and long-term client strategy.
The ideal candidate values depth over volume, precision over production quotas, and takes pride in delivering high-quality work in a collaborative, client-focused setting. This role is well-suited for someone who enjoys intellectual rigor, accountability, and having a direct impact on portfolio outcomes.
Key Responsibilities
- Maintain and monitor investment models and client portfolios
- Execute and support trading activity, including rebalancing and tactical adjustments
- Conduct in-depth investment research and due diligence across equities, fixed income, and alternative strategies
- Support portfolio construction, asset allocation, and ongoing portfolio oversight for high-net-worth clients
- Partner closely with advisors to develop customized, long-term investment strategies
- Prepare clear, concise investment analysis and recommendations for internal review and client discussions
- Monitor market conditions, economic trends, and portfolio risk, proactively identifying opportunities and concerns
- Assist with investment policy statements (IPS), performance evaluation, and rebalancing strategies
- Contribute to internal investment discussions and firm-level strategic decisions
- Uphold CFA Institute standards, regulatory requirements, and the firm’s fiduciary responsibilities at all times
Qualifications / Education
- CFA® Charter holder (required)
- FINRA Licenses (preferred)
Experience & Skills
- Minimum 5 years of relevant experience in trading, portfolio management, or investment analysis
- Strong analytical and quantitative skill set with high attention to detail
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Outlook) with advanced Excel skills
- Familiarity with Salesforce CRM or similar client relationship management systems preferred
- Ability to communicate complex investment concepts clearly and concisely
- Comfortable operating in a fast-paced, high-accountability environmen
- Proficient in AI
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
