North America Investment Strategist for HNW Clients
Job in
Jersey City, Hudson County, New Jersey, 07390, USA
Listed on 2026-08-20
Listing for:
MooMoo
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Moo Moo in New Jersey is seeking an experienced investment advisor to deliver bespoke advisory services to high-net-worth clients, including tailored investment themes, asset allocation, and trade execution support. You will draft market commentary, client education materials, and participate in client meetings and pitches to advance wealth management goals.
Requires FINRA SIE, Series 7/63/86/87, degree in Finance/Economics, 3+ years in investment strategy or wealth management, and fluent English
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