What are the responsibilities and job description for the Wealth Management Advisor position at JCW?
A boutique wealth management firm is recruiting for a Wealth Advisor to support high net-worth clients in their NYC office. This role is responsible for portfolio management and tailored solutions for high net worth individuals.
This position is hybrid, requiring 3-4 days in person to the Midtown, NYC location. The first 90 days would be 5 days onsite. No sponsorship opportunities are available at this time.
Responsibilities:
- Manage portfolio for high net-worth individuals
- Go over annual reviews, including what products are needed
- Handle inventory management, trust administration, and estate planning
Requirements:
- Bachelors degree in Finance, Accounting, or related field.
- CPA or CFA preferred
- Proven experience managing a portfolio of high net-worth individuals at another advisory firm or banking institution
For more information about this or other positions please contact Kate Dodson at kdodson@cyberneticsearch.com or 1 (646) 437-7717
