Private Wealth Portfolio Advisor

A leading wealth management firm in Westchester County is looking to hire a Portfolio Advisor. This position will work closely with the CIO and will be an impactful role on a small team.

Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.

Day to day you will:

• Assist in the formal recommendation process for asset allocation and portfolio construction.
• Perform qualitative as well as quantitative research of mutual funds, ETF's and separate account managers.
• Support trade execution, reconciliation, and day-to-day portfolio administration.

You should apply if you:

• Are CFA certified and FINRA Series 7/66 licensed
• Have 4+ years of experience in a similar role. xhyhwjd
• Experience with systems such as FACTSET, Bloomberg, Tamarac, Morningstar Direct, Salesforce, and E-Money is desired, but not required.