UHNW Wealth Strategy Associate
PowerToFly
A leading global asset management firm is seeking a professional for their high net worth sales desk in Boston. The role involves supporting an External Strategy Specialist, identifying client needs, and providing analytical sales support. Candidates should possess a Bachelor's degree, strong sales ability, and at least 3 years of industry experience. Proficiency in MS Word, Excel, and PowerPoint, along with FINRA Series 7, 63/65 or 66, is required. This position offers competitive compensation including bonuses. #J-18808-Ljbffr
Vacancy posted 3 days ago
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