Wealth Management Analyst – Client Services
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-20
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Location: New York
A leading financial services firm is looking for a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. The role involves organizing business strategies, assisting in client interactions, and executing marketing initiatives. Ideal candidates need 2+ years of experience, a relevant degree, and active financial licenses such as Series 7 and 66. The position offers strong career growth within a collaborative team environment.
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