Client Portfolio Strategist

Job Description

Job Description

Job Overview

A successful wealth management team is seeking a highly analytical and motivated investment professional to join our team. As a dedicated Investment Professional, you will conduct deep due diligence and construct customized portfolios for our high-net-worth (HNW) clients. This role bridges the gap between sophisticated investment analysis and client-facing wealth planning.

Key Responsibilities

- Portfolio Management & Construction: Develop, implement, and monitor customized investment portfolios (equities, fixed income, alternatives) aligned with client risk tolerance, tax considerations, and long-term financial plans.

- Market Analysis & Due Diligence: Conduct ongoing market analysis, evaluate investment opportunities, and perform due diligence on investment vehicles (mutual funds, ETFs, alternative investments).

- Client Engagement & Advice: Actively participate in client meetings to discuss

portfolio performance, market outlook, and investment strategies, translating complex data into understandable, actionable advice.

- Oversee portfolio rebalancing, tax-efficient trading, and cash-flow management for client accounts.

- Compliance & Reporting: Monitor investment risk exposures, ensure portfolios comply with firm policies and regulatory requirements, and prepare performance reporting.

Required Qualifications & Skills

- Experience in portfolio management, investment research, or wealth management.

- Advanced understanding of asset allocation, valuation techniques, and market trends.

- Proficiency in financial software (e.g., FactSet, Bloomberg, Morningstar, Orion).

- Excellent communication skills, with the ability to explain complex financial concepts to clients.

- Strong ethical standards

This is a full-time position located in Melville.

Salary is commensurate with experience.

Series 7 and 66 (or 63/65) is required. All registrations will be held with Equitable Advisors, LLC.

The opportunity is that of a financial professional with Equitable Advisors, LLC and Equitable Network, LLC and is subject to the individual successfully satisfying a background check. Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI and TN), a broker-dealer; Equitable Advisors, LLC, an SEC registered investment advisor and affiliate, Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc). Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. AGE-8924806.1(5/26) (exp 5/30)