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Private Wealth Investment Advisor – Multi-Asset Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-16
Listing for:
Psychbilling
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in New York is seeking an experienced Investment Counselor to provide portfolio advisory services to private wealth clients. The ideal candidate will have a minimum of 8 years of experience in financial institutions, with strong knowledge of multi-asset investment products. This role involves building client relationships, leading discussions to enhance portfolio performance, and executing tailored investment strategies.
Candidates should hold a Bachelor's degree in a relevant field and possess relevant professional qualifications.
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