Senior Wealth Investment Advisor Associate
$85,800–$143,000 year
On-siteNew York City, New York, United States
Job Summary
Senior Wealth Investment Advisor Associate supports Wealth Advisory Services by assisting Investment Advisors in preparing for client meetings, creating portfolio recommendation letters for advisory and co-trustee accounts, and conducting investment performance reviews. The role develops knowledge of Bank resources to facilitate client service delivery and expand relationships, participates in internal and client-facing meetings, and supports partners across Private Client Advisors, Financial Advisors, and Relationship Managers. It requires understanding changes in Federal and state regulations, contributing to sales efforts, identifying opportunities with existing clients, maintaining strong client relationships, and adhering to risk and regulatory standards. Strong communication, presentation, teamwork, and customer-focused service are essential.
Required Qualifications
- Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience
- General understanding of stocks and bonds
- Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures
- Proficient personal computer skills with solid knowledge of pertinent office software
- Demonstrated verbal and written communication skills
- Demonstrated presentation skills
- Strong customer focus
- Proven experience working effectively within a team environment
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