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Wealth Advisory Associate UHNW Families
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-15
Listing for:
Phyton Talent Advisors
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Location: New York
A growing investment firm in New York is seeking Financial Advisory Analysts and Associates to support wealth management activities for ultra-high-net-worth clients. Candidates will conduct financial analysis, support customized investment strategies, and collaborate with senior advisors. This hybrid role requires 1–8 years of relevant experience and a Bachelor’s degree in a related field. The firm offers a competitive salary range of $90,000 to $200,000, plus significant bonus potential and professional development opportunities.
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Position Requirements
10+ Years
work experience
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