Affluent Strategy & Cross-Channel Referrals Associate

A leading financial services firm in New York is seeking an Associate in Wealth Management focused on Affluent Strategy. You will manage initiatives to enhance relationships with affluent clients, primarily supporting Chase Wealth Management while collaborating with various teams. The ideal candidate will have over 2 years of experience in financial services, strong communication skills, and a proven ability to manage multiple workstreams effectively. This role offers competitive compensation and comprehensive benefits. #J-18808-Ljbffr