Portfolio Associate - Private Wealth Mgmt - MUST be Registered Series 7 and 63/66 - up to $160k+BONUS!!
citistaffingBrooklyn, NY
Portfolio Associate - Private Wealth Mgmt - MUST be Registered Series 7 and 63/66 - up to $160k+BONUS!!
citistaffingBrooklyn, NY
3 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksPersonal Financial AdvisorsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Portfolio AssociateOur client is looking for a Portfolio Associate to join the team! This position is supporting the Portfolio Manager and team. Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets. SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.
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JOB OVERVIEW
Experience level
Junior
Location
Brooklyn, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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