Private Wealth Portfolio Advisor Job at JCW Group, Westchester County, NY

  • JCW Group
  • Westchester County, NY

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.

Job Tags

Full time

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