About this opportunity
JCW Group lists this Private Wealth Portfolio Advisor opportunity in westchester county, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.