Associate, Non-Self-Sustaining Advisor (Wealth Management)

TL;DR

Associate, Non-Self-Sustaining Advisor (Wealth Management): Creating comprehensive wealth management plans and asset allocation strategies for ultra-high net worth individuals and institutions with an accent on business development and network expansion. Focus on formulating global investment views and utilizing data analysis and coding to extract business intelligence.

Location: New York, NY, United States

Salary: $119,000 - $160,000

Company

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

What you will do

• Develop wealth management plans, asset allocation, and location strategies for ultra-high net worth individuals, families, and institutions.
• Implement business development strategies to source and grow a network of intermediaries and referral sources.
• Provide a full suite of investment services, including trading authorization, tax and estate planning, and private banking.
• Formulate investment views across global asset classes including equities, fixed income, hedge funds, and private equity.
• Extract business intelligence from public databases using data analysis and coding skills.
• Advise clients one-on-one to deliver customized financial strategies.

Requirements

• Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
• 1 to 3 years of experience in investments, portfolio construction, and client reporting.
• Proven experience networking with ultra-high-net-worth individuals and institutional investors.
• Expertise in estate, tax, and philanthropic financial planning.
• Must be based in New York, NY.
• Ability to travel domestically approximately 25% of the time.

Culture & Benefits

• Full coverage of all domestic travel costs by the firm.
• Access to an unparalleled global investment platform and product offerings.
• Exposure to a wide range of global asset classes and high-level financial strategies.
• Equal opportunity employment environment.