Senior Wealth Client Experience & Portfolio Lead
Lead Advisor
Lead Advisor is a wealth management recruiting firm seeking a Senior Associate in New York City. This role involves supporting Advisors with portfolio analysis, trade execution, and maintaining client relationships. A successful candidate will have 2–4 years of wealth management experience and strong analytical skills. The position requires excellent communication abilities and familiarity with advisory operations. Joining this fast-growing firm offers the opportunity to advance in a dynamic environment. #J-18808-Ljbffr Lead Advisor
Vacancy posted 2 days ago
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