Client-Focused Investment Advisory Associate
flag starNew York, NY
Client-Focused Investment Advisory Associate
flag starNew York, NY
2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Flagstar Investment Advisory is seeking an Investment Advisory Associate in New York, NY. The role supports the Investment Group Director, assists with client onboarding, and enters trades on clients' behalf.
You will help with broker-dealer, registered investment advisor, and insurance workflows, maintain client records, ensure compliance, and build strong stakeholder relationships while delivering responsive, accurate service.
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JOB OVERVIEW
Experience level
Mid
Location
New York, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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