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Portfolio Associate - Private Wealth Mgmt - MUST be Registered Series 7 and 63/66 - up to $130+BONU

personal financial advisors
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New York, NY
April 2nd, 2026
Portfolio AssociateJob responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets.SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.

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