Wealth Management Support Specialist — CISI Track

ValueFinity; New York (NY); On-site; USD 81,000 - 135,000; Full time

Job summary

ValueFinity in New York is seeking an Investment Advisor to support the branch with evolving responsibilities and to develop professionally. The role emphasizes proactive learning, client support, and building commercial awareness as duties adapt over time.

Successful candidates will pursue the CISI Masters in Wealth Management within 36 months, joining a team that values meticulous work, teamwork, and a strong service mindset for clients and the firm.

Qualifications

• Evidence of leadership skills, possibly seen with sporting achievements.
• Strong communication skills - both written and verbal.
• Understanding/interest in the financial services sector.
• A very high level of attention to detail and accuracy is vital.
• Organized and efficient.
• Strong team player.
• Willingness to study and complete CISI Masters in Wealth Management within the allotted time.

Responsibilities

• Possess a proactive and independent approach to studying and building commercial awareness.
• Learn and understand the firm’s systems and processes.
• Learn about the products and services provided to clients.
• Study and successfully complete the CISI Masters in Wealth Management within 30 months.

Skills

Leadership

Communication

Financial services understanding

Attention to detail

Organization

Teamwork

Education

CISI Masters in Wealth Management

Job description

ValueFinity in New York is seeking an Investment Advisor to support the branch with evolving responsibilities and to develop professionally. The role emphasizes proactive learning, client support, and building commercial awareness as duties adapt over time.

Successful candidates will pursue the CISI Masters in Wealth Management within 36 months, joining a team that values meticulous work, teamwork, and a strong service mindset for clients and the firm.