Portfolio Strategy Associate - Wealth Solutions & Client Growth

A financial advisory firm in New York is seeking a Portfolio Strategist responsible for providing wealth and investment solutions to clients. The role includes building strong client relationships, constructing portfolio allocations, and maintaining CRM systems. Candidates should have 3-5 years in wealth management, be proficient in Microsoft Office, and possess strong communication skills. The position offers a salary range of $120,000 to $160,000 annually, based on experience. #J-18808-Ljbffr