Advisor Associate

Salary: $60-65k plus Bonus

Responsibilities:

• Conduct analyses and execute projects for client portfolios (including issues ranging from investment management to wealth transfer to tax planning)
• Generate portfolio and wealth management presentations for existing clients and
• marketing presentations for prospective clients
• Assist in the due diligence and monitoring of investment managers (both traditional and alternative)
• Play an important role on small teams assigned to each client account, helping to provide high level of service to firm’s clients

Qualifications:

• 1-2 years of experience in the financial services industry
• High aptitude for quantitative analysis
• Very Creative
• High level of proficiency with Microsoft Excel and PowerPoint
• Good communication skills
• Organized and detail oriented
• Team player
• Highly motivated, ethical & mature

CLICK HERE TO APPLY

For more info call Bernard at 212-385-0717

Or e-mail: bmarrazzo@meridianpartnersny.com