Current jobs related to Wealth Associate - New York, New York - BakerAvenue

  • Wealth Associate

    3 weeks ago

    New York, New York, United States BakerAvenue Full time

    Job SummaryBakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a key member of our team, you will provide administrative and client engagement support, ensuring seamless delivery of our services to high-net-worth clients.This is an excellent opportunity for a recent graduate or early-career...

  • Associate Wealth Advisor

    4 weeks ago

    New York, New York, United States The Colony Group Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As an Associate Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Develop and implement comprehensive financial plans tailored to...

  • Associate General Counsel – Private Wealth

    4 weeks ago

    New York, New York, United States The Artemis Group Ltd. Full time

    Job Title: Associate General Counsel – Private WealthAt The Artemis Group Ltd., we are seeking an experienced Associate General Counsel – Private Wealth to join our Legal Department. This role will play a critical part in shaping the legal and regulatory framework for our Private Wealth business.Key Responsibilities:Provide strategic advice on legal and...

  • Client Service Associate

    4 weeks ago

    New York, New York, United States Waldron Private Wealth Full time

    Client Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...

  • Wealth Management Associate

    4 weeks ago

    New York, New York, United States Northwestern Mutual Full time

    Wealth Management Advisor OpportunityNorthwestern Mutual is seeking a driven individual to join our team as a Wealth Management Advisor. In this role, you will work closely with clients to develop personalized financial plans that address their unique needs and goals.Key Responsibilities:• Analyze client needs and develop tailored financial plans•...

  • Private Wealth Associate

    3 weeks ago

    New York, New York, United States Blue Owl Full time

    At Blue Owl, we are redefining alternatives in the asset management industry. Our team is dedicated to providing businesses with private capital solutions to drive long-term growth and offering institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance,...

  • Wealth Management Associate

    2 weeks ago

    New York, New York, United States Equitable Advisors LLC Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors LLC. As a Financial Services Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial...

  • Wealth Management Professional

    2 weeks ago

    New York, New York, United States Equitable Services Full time

    About Our Wealth Management Associate RoleWe are seeking a highly motivated and results-driven Financial Services Associate to join our team at Equitable Advisors. As a key member of our wealth management team, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Our team is committed to...

  • Marketing Associate

    4 weeks ago

    New York, New York, United States Goldman Sachs Full time

    About This RoleWe are seeking a highly motivated and experienced Marketing Associate to join our Private Wealth Management (PWM) team. As a key member of our marketing team, you will be responsible for developing and implementing integrated marketing strategies to drive business growth and enhance the PWM brand.Key ResponsibilitiesPartner with advisors,...

  • CWM Wealth Management Paid Media Planning Associate

    4 weeks ago

    New York, New York, United States Goldman Sachs Full time

    About This RoleThis is an exciting opportunity to join the Wealth Management Marketing team at Goldman Sachs as a Paid Media Planning Associate. As a key member of the team, you will play a crucial role in managing and assessing media strategies, opportunities, and execution for our advertising campaigns.ResponsibilitiesPartner with divisional marketing...

  • Senior Executive Assistant to the Head of Wealth Management

    3 weeks ago

    New York, New York, United States Citizens Financial Group, Inc. Full time

    Job DescriptionAs a Senior Executive Assistant to the Head of Wealth Management, you will play a critical role in supporting the success of our Wealth Management team. This position requires a high level of discretion, professionalism, and attention to detail.Key Responsibilities:Represent Citizens Bank and the Wealth Management division with the highest...

  • Asset & Wealth Management Executive

    2 months ago

    New York, New York, United States Goldman Sachs Full time

    About Goldman Sachs Asset & Wealth ManagementAs a leader in the financial industry, Goldman Sachs Asset & Wealth Management offers a unique opportunity to help clients achieve their investment goals while advancing your own career. With a global presence and a diverse range of investment solutions, you will have the chance to work with talented colleagues...

  • Software Engineer Associate

    4 weeks ago

    New York, New York, United States Goldman Sachs Full time

    Software Engineer Associate - Wealth ManagementAt Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients.Join our engineering teams that build massively scalable software and systems, architect low...

  • Investment Banking Associate

    3 weeks ago

    New York, New York, United States Piper Sandler Companies Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Banking Associate to join our Financial Services Group - Asset & Wealth Management team in New York, NY.Key ResponsibilitiesProvide critical support during all phases of transaction executionBuild financial models and perform valuation analysesCoordinate transaction due...

  • Investment Banking Associate

    4 weeks ago

    New York, New York, United States Piper Sandler Companies Full time

    About the RolePiper Sandler is seeking a highly motivated and detail-oriented Investment Banking Associate to join our Financial Services Group - Asset & Wealth Management team in New York. As a key member of our team, you will provide critical support during all phases of transaction execution, build financial models and perform valuation analyses,...

  • Administrative Assistant

    4 weeks ago

    New York, New York, United States The Goldman Sachs Group, Inc. Full time

    Job SummaryWe are seeking an experienced Administrative Assistant to provide high-level support to our senior team in the Asset & Wealth Management division. The successful candidate will be responsible for coordinating complex meetings, handling a high volume of phone calls, and providing administrative support in a fast-paced environment.Key...

  • Wealth Management Professional

    3 weeks ago

    New York, New York, United States Equitable Advisors Full time

    About Equitable AdvisorsWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with confidence to pursue long and fulfilling lives. We strive to make a positive impact on the futures of individuals and businesses by offering financial services...

  • Financial Advisor

    3 weeks ago

    New York, New York, United States Lenox Advisors Full time

    Job OverviewLenox Advisors is a premier wealth and insurance advisory firm seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will work directly with high-net-worth individuals and families to help them navigate their financial future.Our ideal candidate is a strong relationship-builder who takes a client-first approach. They...

  • Business Development Associate

    4 weeks ago

    New York, New York, United States Franklin Templeton Full time

    Business Development AssociateFiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and...

  • Private Wealth Solutions Expert

    3 weeks ago

    New York, New York, United States Blackstone Restaurant Full time

    Key ResponsibilitiesThe successful candidate will be responsible for developing content that drives advisors' understanding and adoption of private markets and alternative investments. This will involve collaborating with senior Marketing team leaders and Blackstone's business units to create written communications, brochures, videos/scripts, presentations...

Wealth Associate

2 months ago

New York, New York, United States BakerAvenue Full time
{"title": "Wealth Associate", "description": "Join Our Wealth Advisory Team

BakerAvenue is a leading wealth management firm that provides comprehensive financial services to high-net-worth individuals, families, trusts, foundations, and endowments. We are seeking an entry-level Wealth Associate to join our team in New York.

Key Responsibilities:
  • Provide administrative and client engagement support to the Wealth Advisory team.
  • Collect, organize, and manage client information, including assigning and following up on necessary paperwork.
  • Generate, prepare, and update client meeting materials and proposals in collaboration with the Advisor.
  • Ensure key client information, risk score, and documentation are up to date.
  • Use professional judgment and correspond with colleagues to provide outstanding service to our client base.
Requirements:
  • Bachelor's degree.
  • Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP) designation preferred, but not required.
  • Past experience in financial planning or wealth management preferred.
  • Demonstrated interest in the stock market, wealth management, or financial planning.
  • Confidence to work directly with senior leaders and high-net-worth clients.
  • Demonstrated ability to work collaboratively in a team environment.
  • Proven success solving problems and working under pressure in a fast-paced environment.
  • Excellent written and verbal communication skills, time management, and the ability to multi-task and prioritize work.
  • Excellent organization and interpersonal skills.
  • Ability to take immediate ownership of their work.
Benefits:
  • Medical, dental, vision, life, and disability insurance.
  • High-deductible plan option with health savings account.
  • Employee assistance program.
  • Wellness allowance - $75 monthly.
  • Bereavement leave - 3 days paid for immediate family member or pet.
  • 401k with 3% match.
  • Commuter benefits.
  • Parental bonding leave - up to 100% of salary for 12 weeks.
  • Donation match - up to $500 annually.
  • Vacation PTO.
  • Birthday PTO.
  • Learning and Development stipend - up to $1000 annually.
  • Volunteer PTO - 1 day per quarter.
  • Monthly cell phone allowance - $75 monthly.

BakerAvenue is an equal opportunity employer and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

", "lang_code": "en"}