Wealth Portfolio Strategy Associate

A financial advisory firm located in New York seeks a Portfolio Strategist to manage client relationships and deliver tailored investment solutions. Key responsibilities include constructing portfolio allocations, maintaining CRM systems, and supporting advisors in wealth strategy discussions. Candidates should have 3-5 years of wealth management experience, strong communication skills, and be proficient in Microsoft Office Suite. The salary range for this role is $120,000 – $160,000 annually based on experience. #J-18808-Ljbffr