Associate Private Wealth Manager

$75k - $85k

Fusco Personnel, Inc.

Job Description

ASSOCIATE PRIVATE WEALTH MANAGER

Location: Albany, NY

Fusco Personnel is conducting a search on behalf of a boutique Registered Investment Advisor (RIA) for an Associate Private Wealth Manager to support senior advisors serving high-net-worth and ultra-high-net-worth clients.

This is a client-facing, relationship-driven opportunity for an investment professional who wants to build a long-term career in wealth management, with a clear path toward becoming a lead Private Wealth Manager.

The Opportunity

You will work directly with senior advisors to support clients with typically $1M–$35M in investable assets, providing day-to-day relationship management, financial planning, investment coordination, and account administration.

QUALIFICATIONS

Bachelor’s degree in finance, economics, business, accounting, or related field
2+ years of financial services experience
Demonstrated client relationship management experience
Knowledge of investments and financial planning strategies
Interest in pursuing the CFP® designation preferred
RIA/fee-only advisory experience a plus
Familiarity with Schwab, Fidelity, Interactive Brokers, eMoney, MoneyGuidePro, Salesforce, or similar platforms preferred

Compensation : $75,000.00 - $85,000.00

If you're looking to grow your litigation career with a respected firm offering challenging work and long-term professional development, we'd love to hear from you. Apply today!

Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff.

Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts.

Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer

Apply

Vacancy posted 11 days ago

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