Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Senior Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Your team

You'll be working as part of a team in our Manhattan Market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise
• series 7 and 66 licenses (or required to obtain within 90 days)
• ideally 5+ years of previous work experience within the financial sector
• bachelor's degree or equivalent, CPA designation or JD preferred
• methodical and accurate team player with good analytical and numerical skills
• help with the preparation of reports and other materials for client meetings
• excellent communicator, with top-notch interpersonal skills