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Remote Private Wealth Associate - Path to Wealth Advisor
Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listed on 2026-01-16
New York, New York County, New York, 10261, USA
Listing for:
JCW Group
Remote/Work from Home
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm based in New York is looking for a Client Service Associate to support high-net-worth clients.
This role offers a defined career path toward becoming a Wealth Advisor and provides remote capabilities when not meeting with clients. Candidates should have 1–4+ years of experience in client service, strong communication skills, and a bachelor's degree, with an interest in long-term wealth management careers. Competitive salary offered, ranging from $95,000 to $125,000 per year.
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Position Requirements
10+ Years
work experience
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