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Portfolio & Asset Management Wealth Management

Wealth Strategy Associate: Portfolio & Planning Support

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: Crawford Thomas Recruiting
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 95000 - 105000 USD Yearly USD 95000.00 105000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Melville, NY is seeking a Wealth Management Associate to support Investment Analysts and Senior Advisors in managing and planning client portfolios. This role involves assisting with portfolio analysis, client account management, and preparing meeting materials. Candidates should have over 5 years of experience in investment analysis and a relevant degree. The position offers a competitive salary ranging from $95,000 to $105,000, along with opportunities for professional development.
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Position Requirements
10+ Years work experience
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