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Portfolio Strategy Associate - Wealth Solutions & Client
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-28
Listing for:
NewEdge Advisors
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Location: New York
A financial advisory firm in New York is seeking a Portfolio Strategist responsible for providing wealth and investment solutions to clients. The role includes building strong client relationships, constructing portfolio allocations, and maintaining CRM systems. Candidates should have 3-5 years in wealth management, be proficient in Microsoft Office, and possess strong communication skills. The position offers a salary range of $120,000 to $160,000 annually, based on experience.
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Position Requirements
10+ Years
work experience
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