Wealth Strategy Associate: Portfolio & Planning Support

Crawford Thomas Recruiting; Melville (NY); On-site; USD 95,000 - 105,000; Full time

Job summary

A financial services firm in Melville, NY is seeking a Wealth Management Associate to support Investment Analysts and Senior Advisors in managing and planning client portfolios. This role involves assisting with portfolio analysis, client account management, and preparing meeting materials. Candidates should have over 5 years of experience in investment analysis and a relevant degree. The position offers a competitive salary ranging from $95,000 to $105,000, along with opportunities for professional development.

Qualifications

• 5+ years of experience in investment analysis or portfolio research.
• Understanding of financial products and portfolio construction.
• Series 65 required or ability to obtain within 90 days.

Responsibilities

• Work with Investment Analyst and Senior Advisors to manage client portfolios.
• Review assigned portfolios for alignment with client objectives.
• Perform cash and liquidity management for client accounts.

Skills

Investment analysis

Portfolio research

Client management

Cash management

Education

Bachelor’s degree in Finance, Math, Accounting, Statistics

Job description

A financial services firm in Melville, NY is seeking a Wealth Management Associate to support Investment Analysts and Senior Advisors in managing and planning client portfolios. This role involves assisting with portfolio analysis, client account management, and preparing meeting materials. Candidates should have over 5 years of experience in investment analysis and a relevant degree. The position offers a competitive salary ranging from $95,000 to $105,000, along with opportunities for professional development.