Are you ready to build a rewarding career in Wealth Management?
We’re seeking a bright, motivated individual to join our growing team in Manhattan, New York. This is an exceptional opportunity to gain hands-on experience in the exciting world of finance. Amazing opportunity to learn from and grow with a nationally ranked team.
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
- Strong verbal and written communication skills
- Experience in a proactive, successful sales and service role in the financial services industry
What You'll Do:
Be the face of our firm: Greet clients, manage appointments, and provide exceptional administrative support
Master the financial landscape: Gain proficiency in industry-leading software and platforms to deliver top-notch client experiences
Contribute to client success: Assist with account setup, maintenance, and data analysis
Learn from the best: Shadow experienced Wealth Managers and actively participate in client meetings
What You'll Learn:
The fundamentals of wealth management: from client relationships to investment strategies
The intricacies of industry regulations and compliance
Essential communication and interpersonal skills to build lasting client connections
The inner workings of a thriving wealth management firm
What We're Looking For:
A recent college graduate with a passion for finance
Strong analytical and problem-solving skills
Exceptional organizational and time management abilities
Proficiency in Microsoft Office and a willingness to learn new tools
A desire to build a successful career in wealth management
Excellent communication and interpersonal skills
A commitment to delivering outstanding client service
What We Offer:
Competitive salary and benefits package
A dynamic and collaborative work environment
Opportunities for professional growth and advancement
We also have hybrid roles with business development and appointment setting opportunities with significant bonus upside potential.
How to apply:
Please forward Resume, LinkedIn, and phone number to for us to reach out to you to schedule a phone interview.
Apply today!
NOTE THIS POSITION IS ON-SITE IN Rockefeller Center in Manhattan.
DO NOT APPLY IF YOU ARE NOT ABLE TO COMFORTABLY MAKE THAT COMMUTE.
