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Wealth Advisory Associate - Private Client Services
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-31
Listing for:
Lido Advisors
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in New York is seeking an Associate in Private Client Services to support Advisory teams by managing client onboarding and providing exceptional service. The ideal candidate will possess a Bachelor's degree and have at least one year of experience in a client support role within the financial services industry. This is a full-time position that emphasizes teamwork and detail-oriented tasks, offering a salary range of $65,000 - $75,000.
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Position Requirements
10+ Years
work experience
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