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Wealth Management Associate — Hybrid: Client & Ops

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: Geller Private Wealth &Partners
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Associate — Hybrid: Client Growth & Ops

Geller Private Wealth & Partners in Melville, NY is seeking an energetic professional to build a long-term career in wealth management. You will work directly with an advisory team, gaining exposure to client service, operations, and business development in an in-office hybrid role.

The position offers growth into a Financial Advisor role with potential earnings; responsibilities include client relationships, meetings, paperwork, CRM use, and supporting advisors.

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Position Requirements
10+ Years work experience
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