Asset & Wealth Management
New York, New York
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York
Job details
- Location
- New York, New York
- Work type
- Onsite
- Compensation
- $75,000 - $125,000/yr
- Posted
- May 1, 2026
- Apply on
- hdpc.fa.us2.oraclecloud.com
About this role
Bachelor’s degree; 1-3 years client service/financial industry; SIE, Series 7 and 63; strong communication; ability to work in fast-paced environment; autonomous yet collaborative.
What you'll do at Asset & Wealth Management:
- managing onboarding
- overseeing transactions
- reconciling trades
Apply to this Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York role at Asset & Wealth Management with a tailored resume on ApplyBolt.