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!!

Posted 3 days ago

citistaffingBrooklyn (NY)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Portfolio Associate Our 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.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.