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Wealth Management Associate — Client & Portfolio

Job in New York, New York County, New York, 10261, USA
Listing for: Valley Bank
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
Position: Wealth Management Associate — Client & Portfolio Growth
Location: New York

A leading financial institution in New York seeks an Associate, Wealth Management to support high-net-worth clients. Responsibilities include managing client onboarding, analyzing investment accounts, and assisting with sales plans. Candidates should have a strong understanding of banking policies, excellent communication skills, and at least 1 year of experience in wealth management or client service. This full-time position offers the chance to grow within the wealth management team.
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Position Requirements
10+ Years work experience
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