ASSOCIATE PRIVATE WEALTH MANAGER
Fusco Personnel Inc.
- Latham, NY
- 24 days ago
- $75,000–$85,000 Per Year
- Full-time
Highlights
Fusco Personnel is conducting a search on behalf of a boutique Registered Investment Advisor (RIA) for an Associate Private Wealth Manager to support senior advisors serving high-net-worth and ultra-high-net-worth clients. This is a client-facing, relationship-driven opportunity for an investment professional who wants to build a long-term career in wealth management, with a clear path toward becoming a lead Private Wealth Manager.
Numbers & Facts
| Location | Latham, NY |
| Job Type | Full-time |
| Industry | Staffing/Employment Agencies |
| Salary | $75,000–$85,000 Per Year |
| Year Founded | 1994 |
| Headquarters | Latham, NY, US |
| Website | http://fuscopersonnel.net/ |
Description
Fusco Personnel is conducting a search on behalf of a boutique Registered Investment Advisor (RIA) for an Associate Private Wealth Manager to support senior advisors serving high-net-worth and ultra-high-net-worth clients.
This is a client-facing, relationship-driven opportunity for an investment professional who wants to build a long-term career in wealth management, with a clear path toward becoming a lead Private Wealth Manager.
Job Responsibilities
You will work directly with senior advisors to support clients with typically $1M–$35M in investable assets, providing day-to-day relationship management, financial planning, investment coordination, and account administration.
Qualifications
· Bachelor’s degree in finance, economics, business, accounting, or related field
· 2+ years of financial services experience
· Demonstrated client relationship management experience
· Knowledge of investments and financial planning strategies
· Interest in pursuing the CFP® designation preferred
· RIA/fee-only advisory experience a plus
· Familiarity with Schwab, Fidelity, Interactive Brokers, eMoney, MoneyGuidePro, Salesforce, or similar platforms preferred
About Company
Fusco Personnel is an award winning Recruiting Firm and NYS Certified Women Business Enterprise (WBE) serving the Capital Region since 1994. We specialize in executive searches, mid-level recruits, human resources consulting, as well as, temporary/contract and temp-to-hire staffing.
Fusco Personnel’s areas of expertise include information technology, finance, sales, human resources, accounting, engineering, bio-tech, clinical/non-clinical healthcare, and administrative/clerical personnel.
Our superior service combined with our highly qualified, vetted candidates set us apart from other firms. There is never a fee to applicants.