Top 143 Wealth management associate Jobs in New York, Ny

Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
2d
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
12d
Wealth Management Associate - Entry Level
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Wealth Advisor - Egan Wealth Advisors
HighTower Advisors —Madison, NJ
- $80,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Quick Apply
Wealth Management Associate
Morgan Stanley —New York, NY
- $90,000 - $130,000 a year
- Email
- Computer literacy
- Writing skills
- Office
Internal Communications Associate - Wealth Management Corporate Communications
Morgan Stanley —New York, NY
- $80,000 - $125,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate
Morgan Stanley —New York, NY
- $58,000 - $115,000 a year
- Mid-level
- Office
- Analysis skills
Private Wealth Management Associate
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Private Wealth Associate
AllianceBernstein —New York, NY
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
1d
Associate, Market Insights
Nomura —New York, NY
- $120,000 - $150,000 a year
- Writing skills
- Research
- Office
- Paid time off
- Parental leave
Asset & Wealth Management, Design Operations, Associate - New York
Goldman Sachs —New York, NY
- $85,000 - $160,000 a year
- 5 years
- Office
- Analysis skills
- Disability insurance
- Health insurance
Fund Financing Analyst/Associate
Nomura —New York, NY
- $110,000 - $120,000 a year
- Mid-level
- Office
- US work authorization
- Paid time off
- Parental leave
7d
Registered Wealth Management Client Associate
Bank of America —New York, NY
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Asset & Wealth Management, UI/UX Design, Associate - New York
Goldman Sachs —New York, NY
- $85,000 - $160,000 a year
- Computer Science
- Mid-level
- Office
- Disability insurance
- Health insurance
2d
Associate, Wealth Management
Valley National Bank —New York, NY
- $55,100 - $90,200 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
12d
Associate, Research
Morgan Stanley —New York, NY
- $200,000 a year
- Mid-level
- Office
- Finance
Credit Risk Analyst/Associate
Nomura —New York, NY
- $85,000 - $120,000 a year
- Mid-level
- Office
- SQL
- Paid time off
- Parental leave
Asset & Wealth Management, Product Management, Associate - New York
Goldman Sachs —New York, NY
- $85,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- Product management
- Disability insurance
- Health insurance
Commercial Associate - Global Commercial Bank - Transformative Technology
Bank of America —New York, NY
- $85,000 - $125,000 a year
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
5d
Asset & Wealth Management - New York - Associate, External Product Specialists - 10243378
Goldman Sachs —New York, NY
- $113,000 - $187,000 a year
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance

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Wealth Management: Client Service Associate

Northwestern Mutual -
New York, NY

Quick Apply

Job Details

Full-time
$80,000 a year
2 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Microsoft Word
Financial planning
Wealth management
Regulatory compliance
Series 7
Client meetings
Securities law compliance support experience
Bachelor's degree
Attention to detail
Client services
Securities Industry Essentials
Relationship management
FINRA License
Investment risk management
Experience practicing in the securities industry
Legal compliance

Full Job Description

Wealth Management: Client Service Associate

Northwestern Mutual Midtown Manhattan, NY

We are looking for a highly self-sufficient individual with a solid foundation in finance to join our team as a Client Service Associate. Our ideal candidate will be able to clearly understand what is happening during client meetings, think critically, and contribute without requiring constant direction. This person will understand the purpose behind their work and be able to anticipate the next steps. This is not a sales role, nor is it simply a transactional or administrative role.

This is a great opportunity for someone who is currently a CSA or a Jr Advisor with an upbeat personality, detail-oriented, knowledgeable and experienced in investments and can clearly and professionally communicate with clients. Ideal candidates will thrive in a support role, assisting Wealth Management Advisors in the service and sales cycle for both insurance and investment clients. This is a client facing role so excellent interpersonal and communication skills and a cheerful attitude are a must, as you will work closely with all facets of the team and act as the liaison between the Network and Home Office, advisors and clients. Client Service Associate will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

We are a top-performing Northwestern Mutual wealth management firm located in Midtown Manhattan. We provide advanced financial planning, investment management, and strategic wealth solutions through sophisticated, tax-aware planning and investment strategies with precision and purpose. As a team, we value accountability, professionalism, and long-term relationship management in a results-oriented and dynamic atmosphere.

NOTE: This role requires 5 days a week (8:30am-6:30pm EST). Remote work is a consideration for candidates who are fully licensed with investment experience. All applying candidates must meet our qualifications and job responsibilities to be considered.

Compensation & Benefits

Salary: $80,000
Bonus Structure: Opportunity to earn up to $20k annually based on performance
Health & Dental Insurance: Offered through NM platform
Paid Time Off/Vacation/Sick Time: Available through NM platform
Retirement Plan: Available through NM platform
Long-Term and Short-Term Disability Insurance: Available through NM platform
Professional Development: FINRA coursework and continuing education supported

Job Skills & Qualifications

· Bachelor’s degree is required

· Minimum of 5 years of experience in financial services/wealth management

· FINRA Series 7 required

· SIE (Securities Industry Essentials)

· Life & Health Insurance license or the ability to obtain within 30-days of hire

· Public Notary Certificate or ability to obtain within 90 days of hire

· Solid understanding of financial planning, regulations, compliance requirements and industry best practices

· Attention to detail with the ability to stay highly organized and accountable at all times

· Tech savvy with thorough working knowledge of MS Office applications (Word, Excel) and ability to learn our client relationship software, clearing firm's system, and other systems

Job Responsibilities

· Open investment and advisory accounts

· Process transfers and other asset movement

· Review retirement projections and update retirement models based on information from client meetings

· Capture detailed notes during client calls and meetings

· Follow up with clients for statements and outstanding documentation

· Prepare paperwork to ensure meetings are fully organized beforehand

· Send calendar invitations and coordinate scheduling

· Track action items and provide diligent follow-up

· Keep client files and workflows organized

· Understand a client’s financial picture well enough to identify what needs to be updated/completed after meetings

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over a sponsorship of an employment Visa at this time. Candidates must be 21 years of age or older with the ability to complete and satisfactorily pass a background search (local, state and federal) and FINRA brokerage screening, credit check, education verification, drug tests, skills assessments, and interviews. This role requires individuals to stand, sit for prolonged periods of time w/constant repetitive motions (may include wrists, hands, or fingers).

Job Type: Full-time

Base Pay: $80,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan

Education:

Bachelor's (Required)

Experience:

financial services/wealth management/insurance: 5 years (Required)

License/Certification:

Public Notary Certificate (Preferred)
Life and Health Insurance license (Preferred)
Series 7 (Required)

Work Location: Hybrid remote in New York, NY 10022

Quick Apply

Refine Your Search

wealth management associate jobs in new york, ny

Wealth Management: Client Service Associate

Wealth Management Associate

Wealth Management Associate - Entry Level

Associate Wealth Advisor - Egan Wealth Advisors

Wealth Management Associate

Internal Communications Associate - Wealth Management Corporate Communications

Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate

Private Wealth Management Associate

Private Wealth Associate

Associate, Market Insights

Asset & Wealth Management, Design Operations, Associate - New York

Fund Financing Analyst/Associate

Registered Wealth Management Client Associate

Asset & Wealth Management, UI/UX Design, Associate - New York

Associate, Wealth Management

Associate, Research

Credit Risk Analyst/Associate

Asset & Wealth Management, Product Management, Associate - New York

Commercial Associate - Global Commercial Bank - Transformative Technology

Asset & Wealth Management - New York - Associate, External Product Specialists - 10243378

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