Talent.com
No longer accepting applications
Wealth Management Associate

Wealth Management Associate

Creative Financial StaffingNew York, NY, US
27 days ago
Job type
  • Full-time
Job description

Wealth Management Associate

About our client :

  • Our client is a boutique investment management firm located in Manhattan. They are working with high-net worth individuals and have been in business approximately 20 years.
  • They're looking for a results driven administrative professional to join the team to support its Founder
  • This role is a great stepping stone for someone who would like to get in to the Financial Planning space.
  • Great atmosphere, great time to start as the company is growing and provides lots of room to learn other aspects of the business.

Responsibilities will include :

  • Client Services -

    • Manage incoming request from high-net-worth clientele

  • Open Accounts
  • Retirement account questions
  • Assist the owner with managing and administering the portfolio accounts
  • Keep the Founder on track.

    • flag urgent matters,

  • assist with keeping him organized
  • Screen calls
  • Maintaining Licenses and keep records on compliance matters
  • Liaise with insurance companies regarding policy matters
  • Update spreadsheets in Excel as requested
  • Other ad hoc tasks as may be assigned.

    • What you bring to the role :

  • 2+ years of supporting a C-Suite or office.
  • Exposure to various online tools such as Charles Schwab or Salesforce is a plus
  • Looking for a candidate who has interest in financial planning and has an outgoing personality
    • Create a job alert for this search

    Wealth Management Associate • New York, NY, US

    Related jobs
    • Promoted
    Wealth Consultant

    Wealth Consultant

    First Citizens BankNew York, NY, US
    Full-time
    The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net wo...Show moreLast updated: 28 days ago
    • Promoted
    PWM Wealth Management Associate

    PWM Wealth Management Associate

    Morgan StanleyMorristown, NJ, US
    Full-time
    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. As senior members of the service team, thro...Show moreLast updated: 28 days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Wealth Associate - Manhattan, NY

    J.P. Morgan Wealth Management - Private Wealth Associate - Manhattan, NY

    ChaseNew York, NY, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Client Associate - Private Wealth Management

    Client Associate - Private Wealth Management

    Neuberger BermanNew York, NY, US
    Full-time
    NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business.Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a ...Show moreLast updated: 6 days ago
    • Promoted
    Wealth Management Associate / Analyst

    Wealth Management Associate / Analyst

    Morgan StanleyNew York, NY, US
    Full-time
    The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.Under the direc...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Wealth Associate - Manhattan, NY

    J.P. Morgan Wealth Management - Private Wealth Associate - Manhattan, NY

    JPMorgan ChaseNew York, NY, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 30+ days ago
    • Promoted
    2026 | Americas | New York | Wealth Management, Private Wealth Management | Summer Associate

    2026 | Americas | New York | Wealth Management, Private Wealth Management | Summer Associate

    Goldman SachsNew York, NY, US
    Full-time
    Our Summer Associate Program is a nine to ten week summer internship for students pursuing an advanced degree such as MBA, PhD, JD, MD or LLM. You will be fully immersed in our day-to-day activities...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management Analyst

    Wealth Management Analyst

    Morgan StanleyNew York, NY, US
    Full-time
    Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. As a key member of the service team, in suppo...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management Trade Support Associate

    Wealth Management Trade Support Associate

    Morgan StanleyNew York, NY, US
    Full-time
    Syndicate And Structured Investments Trade Support Associate.We are seeking a detail-oriented and client-focused individual to join our Syndicate and Structured Investments Trade Support team withi...Show moreLast updated: 5 days ago
    • Promoted
    Private Wealth Management Associate

    Private Wealth Management Associate

    U.S. BancorpOld Greenwich, CT, US
    Full-time
    This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U. Working within delegated auth...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Portfolio & Wealth Advisory

    Associate, Portfolio & Wealth Advisory

    BBR PartnersNew York, NY, US
    Full-time
    Portfolio And Wealth Advisory Associate.BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts.Advisory Ass...Show moreLast updated: 30+ days ago
    • Promoted
    Asset & Wealth Management, Multi Asset Solutions, Portfolio Management Associate

    Asset & Wealth Management, Multi Asset Solutions, Portfolio Management Associate

    Goldman SachsNew York, NY, US
    Full-time +1
    Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive investment management soluti...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Investment Associate

    J.P. Morgan Wealth Management - Private Client Investment Associate

    ChaseNew York, NY, US
    Full-time
    Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management, Equity Sales & Product Solutions, Associate

    Wealth Management, Equity Sales & Product Solutions, Associate

    Morgan StanleyNew York, NY, US
    Full-time
    Equity Sales And Products Solutions Professional.Equity Sales and Products Solutions professionals at Morgan Stanley Wealth Management leverage the thought leadership of the firm and deliver market...Show moreLast updated: 8 days ago
    • Promoted
    Liability Management Associate

    Liability Management Associate

    Santander Holdings USA IncNew York City, NY, United States
    Full-time
    Liability Management Associate.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset.O...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Banking Associate - Asset Wealth Management (New York)

    Investment Banking Associate - Asset Wealth Management (New York)

    Raymond James FinancialNew York, NY, US
    Full-time
    Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals,...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Investment Associate

    J.P. Morgan Wealth Management - Private Client Investment Associate

    JPMorgan ChaseNew York, NY, US
    Full-time
    Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ...Show moreLast updated: 30+ days ago
    • Promoted
    Market Leader, Private Wealth, Associate

    Market Leader, Private Wealth, Associate

    Blue OwlNew York, NY, US
    Permanent
    Business Development Associate.Blue Owl (NYSE : OWL) is a leading asset manager that is redefining alternatives.With $273 billion in assets under management as of March 31, 2025, we invest across th...Show moreLast updated: 30+ days ago
    Sales Associate - Wealth Management

    Sales Associate - Wealth Management

    Pacifica ContinentalStamford, CT, US
    Full-time
    Quick Apply
    Sales Associate - Wealth Management Location : .On-Site) About Us : Pacifica Continental is a global recruitment firm specializing in financial services and investment banking.We are dedicated ...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Investment Associate - Brooklyn South

    J.P. Morgan Wealth Management - Private Client Investment Associate - Brooklyn South

    USA JobsBrooklyn, NY, US
    Full-time
    Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ...Show moreLast updated: 1 day ago