Wealth Portfolio Strategy Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
NewEdge Wealth LLC.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking a Portfolio Strategist in New York City, responsible for providing tailored investment and wealth solutions to clients. The role emphasizes building strong client relationships and delivering exceptional service. Applicants should have 3-5 years of wealth management experience, preferably with Series 7 and 66 licenses. The position offers a competitive salary between $120,000 and $160,000 annually based on experience.
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Position Requirements
10+ Years
work experience
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