Partner Family Office Advisor (Finance)

Location: Onsite in New York, NY, United States

Salary: $115,000–$270,000

Company

A global leading investment banking, securities, and wealth management firm.

What you will do

• Build and grow a business within the firm by leveraging unique professional backgrounds and networks.
• Develop and maintain strong relationships with partners, senior executives, and key stakeholders.
• Create asset allocation strategies and provide holistic wealth advisory recommendations to clients.
• Source and develop new business opportunities while providing support for existing client relationships.
• Engage in the New Private Wealth Advisor (NPWA) Development Framework to acquire specialized expertise.

Requirements

• Must be based in New York, NY, United States.
• Record of academic and professional achievement.
• Strong interpersonal skills and the ability to build a robust professional network.
• Demonstrated interest in global capital markets and economics.
• Successful completion of Series 7, 66, and 3 exams required within three months of starting.

Culture & Benefits

• Competitive comprehensive benefits and wellness offerings for US employees.
• Entrepreneurial and team-oriented environment that values grit and innovative thinking.
• Access to a world-class investment platform and global reach.
• Collaborative atmosphere focusing on professional growth and client excellence.