Wealth Management Analyst - Client & Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-03
Listing for:
E Fundresearch
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Analyst, Banking & Finance
Job Description & How to Apply Below
Location: New York
A leading financial services institution in New York is seeking a Private Wealth Management Analyst to support Financial Advisors in delivering exceptional client service. Responsibilities include assisting in digital marketing, preparing client reports, and providing operational support. Ideal candidates will have at least 2 years of experience in financial services, a relevant degree, and necessary licenses such as Series 7 and 66.
This position offers a salary range between $50,000 and $115,000, alongside comprehensive employee benefits.
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