Investment Analyst
Social Capital Resources
A top-tier wealth management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team. The candidate will lead investment processes for clients, develop asset allocation models, and perform in-depth analyses on investment topics. A Bachelor's Degree is required, along with a Series 7 license and at least 10 years' experience working with high-net-worth clients. Strong analytical and communication skills are essential for advising clients effectively. #J-18808-Ljbffr
Vacancy posted 10 hours ago
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