UHNW Wealth Advisory Associate (NYC)
Sapient Capital
Sapient Capital, an independent advisory firm, is seeking an Advisory Associate to support lead and secondary advisors in delivering comprehensive financial services to UHNW clients and institutions. The role focuses on client relationship management, portfolio management, financial planning, and operational support. This in-person NYC-based position requires 3+ years of industry experience and active CFP pursuit, with collaboration across investments, family office, and operations to ensure #J-18808-Ljbffr Sapient Capital
Vacancy posted 3 days ago
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