A leading wealth management firm in Westchester County is looking to hire a Portfolio Advisor. This position will work closely with the CIO and will be an impactful role on a small team.
Day to day you will:
- Assist in the formal recommendation process for asset allocation and portfolio construction.
- Perform qualitative as well as quantitative research of mutual funds, ETF’s and separate account managers.
- Support trade execution, reconciliation, and day-to-day portfolio administration.
You should apply if you:
- Are CFA certified and FINRA Series 7/66 licensed
- Have 4+ years of experience in a similar role.
- Experience with systems such as FACTSET, Bloomberg, Tamarac, Morningstar Direct, Salesforce, and E-Money is desired, but not required.
Private Wealth Portfolio Advisor in Westchester County at JCW Group
This position is listed as full time and onsite. It was posted 4 days ago.