Wealth Management Associate

Geller Private Wealth &Partners; Melville (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Geller Private Wealth & Partners in Melville, NY is seeking an energetic professional to build a long-term career in wealth management. You will work directly with an advisory team, gaining exposure to client service, operations, and business development in an in-office hybrid role.

The position offers growth into a Financial Advisor role with potential earnings; responsibilities include client relationships, meetings, paperwork, CRM use, and supporting advisors.

Qualifications

• Minimum two years of experience in financial services.
• Strong interpersonal and communication skills.
• Excellent organizational and multitasking abilities.
• Self-starter with strong work ethic.
• Comfortable speaking with clients by phone and in person.
• Strong technology skills (MS Office, CRM systems, AI tools).
• Detail-oriented with high professional standards.

Responsibilities

• Build and maintain relationships with existing clients.
• Deliver exceptional white-glove customer service.
• Schedule and prepare for client meetings.
• Assist advisors with client communications and follow-up.
• Coordinate paperwork and account servicing.
• Help ensure every client receives an outstanding experience.
• Participate in client acquisition initiatives.
• Identify opportunities to deepen existing client relationships.
• Assist with seminar and marketing follow-up.
• Help generate referrals and new business opportunities.
• Develop sales skills while working directly with experienced advisors.
• Opportunity to earn bonuses tied to business growth and production.
• Support the day-to-day operation of a fast-growing advisory practice.
• Utilize CRM software, Microsoft Office, AI tools, and other technology to improve efficiency.
• Manage projects and workflows.
• Coordinate with custodians and outside professionals.
• Maintain accurate records and documentation.
• Help improve office systems and client processes.

Skills

Financial services experience

CRM systems

MS Office

AI tools

Communication & relationship skills

Education

Bachelor's degree in finance, Business, Economics or related field

Tools

CRM software

Office suite

Job description

Build a Career—Not Just Take a Job

We are an established and growing wealth management practice seeking an energetic, motivated professional who wants to build a long-term career in the financial services industry.

This position offers the rare opportunity to work directly alongside an experienced advisory team, gaining exposure to every aspect of a successful wealth management practice—from operations and client service to sales, financial planning, and business development. For the right individual, this position can evolve into a full-time Financial Advisor role with significant income and career growth potential.

Work directly with a nationally recognized advisor who has built a practice managing approximately $700 million in client assets. You'll gain firsthand experience in how a successful wealth management business is built and operated while developing skills that can accelerate your own career.

Responsibilities

This is a hybrid role combining client relationship management, business development, and operational support. This position is an in-office position, in Melville, New York and the candidate must have their own transportation to the office and should live within 1 hour of Melville.

Responsibilities include:

Client Service & Relationship Management

• Build and maintain relationships with existing clients
• Deliver exceptional white-glove customer service
• Schedule and prepare for client meetings
• Assist advisors with client communications and follow-up
• Coordinate paperwork and account servicing
• Help ensure every client receives an outstanding experience

Business Development

• Participate in client acquisition initiatives
• Identify opportunities to deepen existing client relationships
• Assist with seminar and marketing follow-up
• Help generate referrals and new business opportunities
• Develop sales skills while working directly with experienced advisors
• Opportunity to earn bonuses tied to business growth and production

Operations

• Support the day-to-day operation of a fast-growing advisory practice
• Utilize CRM software, Microsoft Office, AI tools, and other technology to improve efficiency
• Manage projects and workflows
• Coordinate with custodians and outside professionals
• Maintain accurate records and documentation
• Help improve office systems and client processes

Qualifications

• Minimum two years of experience in financial services
• Strong interpersonal and communication skills
• Excellent organizational and multitasking abilities
• Self-starter with strong work ethic
• Comfortable speaking with clients by phone and in person
• Strong technology skills (Microsoft Office, CRM systems, AI tools)
• Detail-oriented with high professional standards

Preferred

• Series 7, SIE, Series 66/63 or willingness to obtain
• Banking, brokerage, insurance, or wealth management experience
• Bachelor's degree in finance, Business, Economics or related field

What Makes This Opportunity Different

This is not an entry-level administrative position. You'll work alongside one of the area's most established advisory teams and gain exposure to:

• Investment management
• Tax-efficient wealth strategies
• High-net-worth client relationships
• Practice management

You’ll receive mentorship, real-world experience, and the opportunity to grow professionally while contributing meaningfully to the success of the practice.

Compensation

• Performance bonuses
• Opportunity to earn additional compensation through business development

Exceptional performers may have the opportunity to transition into a Financial Advisor role with substantial long-term earning potential.

Who Will Thrive Here

We’re looking for someone who is:

• Ambitious and entrepreneurial
• Personable and enjoys working with people
• Highly organized
• Curious and eager to learn
• Comfortable with both sales and operations
• Interested in building a long-term career in wealth management