Wealth Strategy Associate — Client-Focused Investing

UHY Advisors National Specialty Services; City of Newburgh (NY); On-site; USD 41,000 - 53,000; Full time

Benefits offered by this job

Health insurance

Dental & vision

401(k) retirement plans

Paid time off

Job summary

UHY Advisors National Specialty Services in Newburgh, NY seeks a Wealth Management Associate to support the Wealth Manager and assist clients with investment strategies and financial matters. This client-facing role requires a solid understanding of financial products and UHY services, along with professional judgment.

You will manage client relationships, prepare investment proposals, analyze portfolios, and help with paperwork and reporting, while coordinating with the Wealth Manager.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 1-3 years of experience in financial services, wealth management, or related field.
• NASD Series 7 and 63 licenses required (or ability to obtain within a designated time frame).
• Proficiency in Excel, PowerPoint and industry related software; comfortable presenting to audiences.

Responsibilities

• Research market trends and assist in the creation and execution of investment strategies in collaboration with the Wealth Manager
• Manage and maintain relationships with clients on behalf of the Wealth Manager, serving as a key point of contact
• Provide timely and accurate support on investment products, financial planning tools, and services
• Address and resolve client questions and concerns, escalating to the Wealth Manager as appropriate
• Complete and submit investment-related paperwork, such as applications, transfer forms, and withdrawal requests, for approval
• Prepare customized investment proposals and presentation materials for prospective and current clients
• Analyze financial statements, client portfolios, and market data to assist with client reporting and recommendations
• Perform day-to-day administrative functions including scheduling, responding to client communications, and maintaining organized client records

Skills

Client relationships

Financial products

Presentation skills

Excel proficiency

PowerPoint

Industry software

Communication

Education

Bachelor's degree in finance, accounting, or related field

CFP or CFA advantageous

Tools

Excel

PowerPoint

Job description

UHY Advisors National Specialty Services in Newburgh, NY seeks a Wealth Management Associate to support the Wealth Manager and assist clients with investment strategies and financial matters. This client-facing role requires a solid understanding of financial products and UHY services, along with professional judgment.

You will manage client relationships, prepare investment proposals, analyze portfolios, and help with paperwork and reporting, while coordinating with the Wealth Manager.