Associate Private Wealth Manager
$75k - $85kFusco Personnel, Inc.
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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Associate Private Wealth Manager in Albany, NY vacancy
$77.33k - $157.67k
...firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice... ...firms (hedge fund, fund to funds, private equity, real estate) with state and... ...during and after preparation Build and manage client relationships, and supervise, mentor...PrivateLocal areaRemote work$90k - $120k
...Job Description Job Description PRIVATE WEALTH MANAGER Full-Time/In-Person/ Capital Region Fusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor...PrivateFull timeFusco Personnel, Inc.
Albany, NY29 days ago- ...Front Desk AssociatePlanet Fitness, a private equity backed fitness retailer, is seeking candidates for the role of Front Desk Associates. The Front Desk Associate is a highly friendly... ...-friendly wayMinimum SkillsAbility to manage multiple responsibilitiesSolid work...PrivateFull timeFlexible hoursShift workWeekend workWeekday work
Planet Fitness
Albany, NY1 day ago $17.5 per hour
...current teaching certification in the language you are applying for AND are currently teaching or have taught in schools (public or private) within the last three years (including regular substitute) OR are or have been educators from colleges and universities who...PrivateHourly payPart timeWork at officeImmediate startRemote workMonday to FridayPearson
Albany, NY21 hours ago- ...Experience Design Senior Associate As an Experience Design Senior Associate in Private Bank, you will play a pivotal role in... ...partnering closely with content management systems; Adobe Experience... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Private
Chase
Albany, NY2 days ago $140k - $180k
...Corporate Associate Attorney Harris Beach Murtha seeks an associate-level attorney to join our growing state-wide Corporate Practice... ...acquisitions, asset and stock purchase and sale transactions and private equity transactions Advise clients on legal issues related...PrivateHarris Beach Murtha
Albany, NY3 days ago- ...Duties Description Associate Mediators participate in the resolution of actual or potential... ...and/or dispute between public and private employers and employee organizations. They... ...these disputes; facilitate joint labor-management committees; participate in planning and...PrivateDaily paidContract workWork at officeRemote workNight shift
StateJobsNY
Albany, NY4 days ago $16 per hour
...Rotating Schedule Job Category: Customer Service Front Desk Associate Planet Fitness, a private equity backed fitness retailer, is seeking candidates... ...and customer‑friendly way. Minimum Skills Ability to manage multiple responsibilities Solid work ethic with strong decision...PrivateHourly payFull timePart timeFlexible hoursShift workRotating shiftWeekend workWeekday work$140k - $180k
...Hybrid opportunity Description: Harris Beach Murtha seeks an associate-level attorney to join our growing state-wide Corporate... ...acquisitions, asset and stock purchase and sale transactions and private equity transactions Advise clients on legal issues related...PrivateHarris Beach LLP
Albany, NY21 hours ago$16 - $20 per hour
...beautiful. GENERAL SUMMARY & SCOPE The Task Associate (TA) is responsible for delivering on... .... The role supports the Merchandise Manager (MM) and Operations Manager (OM) through... ...and emerging brands, including our own private label. We will consider for employment...PrivateHourly payFull timePart timeWork experience placementLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift$110k - $135k
...ARCHITECT JOB DESCRIPTION Laberge Group has an excellent opportunity for a motivated and talented Managing Architect to assist in designing and progressing public and private projects throughout New York. The successful applicant will work in a team environment on...PrivateLaberge Group
Albany, NY2 days ago$140k - $180k
...Corporate Associate AttorneyHarris Beach Murtha seeks an associate-level attorney to join our growing state-wide Corporate Practice Group... ..., asset and stock purchase and sale transactions and private equity transactionsAdvise clients on legal issues related to formation...Harris Beach Murtha
Albany, NY3 days ago- ...and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds.You are a confident Manager who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and...Full timeWork experience placementLive inWork at officeLocal area
$84.78k - $131.41k
...,414.00 The Senior Internal Auditor will work closely with management to better understand and respond to Compliance concerns affecting... ...~4-6 years in performing internal audit activities within private industry, an internal audit department or public accounting firm...PrivateWork at officeShift workAlbany Med
Albany, NY1 day ago- ...JPM Private Bank Mortgage Solutions – Mortgage Specialist Analyst J.P. Morgan Asset & Wealth Management, with client assets of $4.0 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail...Private
Chase
Albany, NY3 days ago - ...(ICS), a 150+ employee government contractor specializing in Management Consulting, Information Technology, and Professional Services... ...services to meet the specific needs of our civilian, defense, and private‑industry sponsor. Our corporate support processes are ISO 9001...PrivateFor contractors
INFINISOURCE CONSULTING SOLUTIONS
Albany, NY2 days ago $55k - $151.47k
...Description & SummaryThe OpportunityAs a US Tech - FTO Senior Associate, you will play a crucial role in designing and implementing secure... ...you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex...Full timeH1b- ...oral and maxillofacial surgeon to join his private practice, East Hudson Oral &... ...opportunity within the community for a driven associate to expand and grow their case mix. Additionally... ...with partnership in US Oral Surgery Management Operational and administrative support...Full timePrivate practiceLocal areaRelocation package
East Hudson OMS
Albany, NY5 days ago $100k - $150k
...Compensation + Benefits: Enjoy a comprehensive benefits package and competitive salary designed to support you. Key Responsibilities for the Associate Veterinarian Practice high-quality veterinary medicine focused on client-centered, proactive preventive care. Collaborate with the...Full timeLocal areaRelocationRelocation packageHeart + Paw
Glenmont, NY7 days ago$68.59k - $145.82k
...future as we are, join our team.KPMG is currently seeking a Senior Associate Sales Operations to join our Advisory Operations organization.... ...skills with excellent attention to detail; expertise in data management and maintaining data integrity; excellent problem-solving and...H1bLocal area- ...future as we are, join our team.KPMG is currently seeking a Senior Associate, Data Strategy Enablement and Innovation to join our Digital... ...to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness...H1bLocal area
$77k - $202k
...Description & SummaryThe OpportunityAs an Oracle SCM - Senior Associate, you will specialize in consulting services for Oracle supply chain... ...on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex...Full timeH1b$120k - $185k
...{ } Established (50+ Years) Premier Firm Seeking Health Law Associate for Health Care Regulatory and Fraud and Abuse in Albany, NYAn... ....The candidate must be organized, detail-oriented, and able to manage multiple matters and deadlines in a fast-paced environment.The...- ...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:Provide... ...helping to provide industry knowledge and experienceBuild and manage client relationshipsManage teams of tax professionals and...Local area
$96.05k - $206.08k
...people are our number one priority. With a wealth of learning and career development... ...Advisory.KPMG is currently seeking a Senior Associate, Workday Security to join our Advisory... ...implementing Financials or Human Capital Management with hands-on Workday implementation experienceBachelor...H1bLocal area- ...billion is currently spread across public equities, public and privately placed fixed income securities, syndicated loans (bank loans),... ...accounting system, custodian bank, and external investment managers, as well as reconciling investment general ledger entries to core...PrivateTemporary workWork at officeRemote work
New York State Insurance Fund
Albany, NY9 hours ago - ...Minimum of four years experience in planning and conducting civil or criminal complex investigations concerning misuse of public, private, or insurance funds Working knowledge of current investigative techniques including the use of commercial databases and other sources...PrivateFull timeInterim roleLocal areaFlexible hours
$2,820 per week
...traveling nurse with CoreMedical Group, you are also eligible for some of the best benefits in the industry, including: ~ Free Private Housing or a Generous Housing Allowance ~ Health Insurance coverage, Medical/Dental/Vision ~$50K in Free Life Insurance coverage...PrivateHourly payWeekly payFull timeContract workShift workCore Medical Group
Albany, NY1 day ago- ...Nature and Scope The Distribution Associate is a member of the Distribution Team, which is part of the Logistics department. The functions... ...required to work under the administration of the distribution management team and efficiently conduct all duties and responsibilities...Local area
American Regent, Inc.
Albany, NY4 days ago $80k - $150k
...Street, Albany New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving... ...borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client... ...an in-depth knowledge of financial wealth management and brokerage investment advisory...PrivateFull timeWork at officeLocal areaFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Private Wealth Manager. Be the first to apply!
Related searches
- remote associate product manager Albany, NY
- associate director Albany, NY
- associate manager Albany, NY
- wealth management advisor Albany, NY
- wealth management consultant Albany, NY
- wealth manager Albany, NY
- private wealth management Albany, NY
- private equity accountant Albany, NY
- private care Albany, NY
- private family Albany, NY