Wealth Management Associate - NY, New York (3636)

This role focuses on building and maintaining client relationships, developing financial strategies, and managing portfolios to help clients meet their financial goals.

• Client relationship management
• Financial strategy development
• Portfolio management
• Licensing and training
• Client communication

Requires Series 7 and 66 licenses, knowledge of financial planning, risk assessment, and client communication, supported by virtual training resources.

The ideal candidate is a proactive entry-level financial professional with Series 7 and 66 licenses, strong interpersonal skills, and a passion for helping clients achieve financial wellness through personalized strategies.

Required

Preferred