Wealth Advisory Senior Analyst: Portfolio & Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-12
Listing for:
Russell Tobin
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
Russell Tobin is seeking a Senior Analyst to join their Financial Advisory team in New York. This position plays a key role in supporting client relationships through portfolio analysis and investment reporting.
The ideal candidate will have 3-4 years of experience in wealth management or financial advisory services, with strong analytical and communication skills. This role offers exposure to complex financial strategies within a sophisticated advisory environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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