UHNW Wealth Advisor - Associate

20/20 Foresight Executive Talent Solutions; New York (NY); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

20/20 Foresight Executive Talent Solutions is hiring an Associate Advisor in New York to manage a defined book of UHNW client relationships. The candidate will support senior advisors and play a key role in client communications, reporting, and presentations.

This position requires extensive experience in wealth management and strong technical skills. A Bachelor's degree is mandatory, while advanced qualifications like CFP or CFA are preferred. The firm values proactive, detail-oriented professionals who thrive in a fast-paced environment.

Qualifikationen

• 7–10 years of experience in wealth management or related field.
• Demonstrated ability to manage client relationships independently.
• Proficiency with investment reporting and trading.

Aufgaben

• Manage a book of UHNW client relationships.
• Support senior advisors in client meetings and proposal preparations.
• Prepare customized client reports and presentations.

Kenntnisse

Client relationship management

Wealth management

Detail-oriented

Communication skills

Investment proposals

Proactive

Ausbildung

Bachelor's degree

Advanced degree or CFP/CFA/CAIA

Tools

Addepar

Salesforce

Jobbeschreibung

20/20 Foresight Executive Talent Solutions is hiring an Associate Advisor in New York to manage a defined book of UHNW client relationships. The candidate will support senior advisors and play a key role in client communications, reporting, and presentations.

This position requires extensive experience in wealth management and strong technical skills. A Bachelor's degree is mandatory, while advanced qualifications like CFP or CFA are preferred. The firm values proactive, detail-oriented professionals who thrive in a fast-paced environment.