Associate Private Wealth Manager
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.
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Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer