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Investment Associate
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: New York, NY
JOB DESCRIPTION

Job #: 7334
Title: Investment Associate
Job Location: New York City, New York - United States
Employment Type:
Salary: $150,000.00 - $200,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Investment Associate - New York City, NY - Boutique RIA - 10mm+ level clientele

Boutique fee-based RIA seeks dynamic Investment Associate to join their financial advisory team in New York City.

Strong career track to Director level.

Position offers an investment professional the opportunity to learn tax, trust and estate planning.

Focus is on excellent client service, deep technical research, NO sales.

Compensation package in the mid-upper 100s base, plus bonus.

JOB DESCRIPTION


The firm believes in a comprehensive approach to planning, where advisors focus on guidance and implementation in every aspect of clients financial picture including investment advisory, income tax, and trust and estate planning.

Partner with Director to participate in client meetings, support senior leadership, and counsel HNW clients(10mm+) with regards to asset allocation in addition to other financial disciplines

QUALIFICATIONS

Requires an advanced degree in addition to 4+ years` HNW investment experience.




How to Apply:


 
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