- New York, New York, United States
- Full-time · Senior
- $100K–$110K per year
- 3–5 years
Serve as a key partner to Financial Advisors in supporting high-net-worth individuals, families, foundations, and institutional clients through comprehensive wealth management, portfolio analysis, and relationship management.
Compensation
Base salary of $100,000-$110,000 a year plus discretionary bonus (exact base salary amount will be dependent on experience)
Responsibilities
- Serve as a key partner to Financial Advisors in supporting high-net-worth individuals, families, foundations, and institutional clients
- Build and maintain meaningful client relationships by delivering exceptional service and acting as a trusted point of contact for day-to-day client needs
- Support all aspects of the client experience, including account opening and maintenance, cash management, operational requests, service inquiries, and ongoing relationship management
- Conduct portfolio analysis and investment research to evaluate client portfolios and support customized investment recommendations
- Assist with asset allocation reviews, portfolio implementation, rebalancing activities, and investment reporting
Requirements
- Bachelor's degree
- Nice to have: CFP® designation
- Nice to have: experience working with affluent or high-net-worth clients
Skills
Benefits
- medical insurance
- dental insurance
- vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan