Job Title: Senior Associate (Wealth Management)
Location: New York, NY - Hybrid Schedule (2 days in office)
Compensation: $120k - $150k based on experience
Requirement: 5+ years of experience in Wealth Management - Series 63 & 7 will be a huge plus
Specialties: High Net Worth Individuals
Position Overview
We are a New York based firm. We are a registered investment advisor serving high net worth individuals, families, and non-profits. We have over $4 Billion in assets under management and provide advice across multiple areas of financial planning. We are seeking a Senior Associate to join our team, this individual will have about 4-5 years of experience in the Wealth Management industry. Having completed your series 63 & Series 7 will be a huge benefactor for out firm.
Key Responsibilities
Qualifications
If you're looking for something new and believe you're a good fit, please send and updated resume and a good time to chat to tim.ceballos@cybercoders.com.
Benefits
Applicants must be authorized to work in the U.S.
Tim Ceballos is recruiting for this position and the positions below.
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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 08/14/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.
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