Client-Focused Investment Advisory Associate
flag starNew York (NY)
Client-Focused Investment Advisory Associate
Posted 3 days ago
flag starNew York (NY)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Mid
About 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
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.
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