Private Wealth Management Director of Investments

What you’d do

Senior role on a Financial Advisor / Private Wealth Advisor team, developing and overseeing the team's strategic investment policy, asset allocation models, reporting and performance metrics for client assets. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• 10+ years of relevant work experience
• Advanced degree or professional certification
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Strong analytical and communication skills