Portfolio & Wealth Advisory Associate

Description

Robert Half Financial Services are recruiting for a Portfolio and Wealth Advisory Associate role within a Wealth Manager based in midtown Manhattan, New York. Our client requires at least 1 to 3+ years' of client services or wealth advisory experience at a wealth manager, RIA or private bank. This role requires 3 days per week in the midtown Manhattan office.

Key responsibilities for this Portfolio and Wealth Advisory Associate role include client relationship management, portfolio/wealth strategy and asset allocation.

Responsibilities:

- Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning

- Generate and edit presentations for existing clients and marketing presentations for prospects

- Prepare reporting for internal meetings relating to clients, prospects, and investment managers

- Maintain data integrity across multiple systems

- Collaborate with senior team members to resolve complex client requests or issues

- Attend and participate in client meetings, offering thoughtful suggestions and solutions

Requirements

Requirements:

-1 to 3+ years of client services or wealth advisory experience at a wealth manager, RIA or private bank

-Series 7 and 66 or 63/65 FINRA licenses

-Experience working with private, high net-worth clients and/or institutional clients

-Excellent communication (written and verbal) and inter-personal skills

-Bachelor's Degree in Business, Finance or related field with strong GPA score

This Portfolio and Wealth Advisory Associate role is located in midtown Manhattan New York so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $85-105k base plus bonus. If your profile matches the above criteria, please email me directly and add me on LinkedIn, Trishan Khareghat

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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