Private Wealth Management Director of Investments

What you’d do

Senior role on a Financial Advisor/Private Wealth Advisor team, developing and overseeing clients' strategic investment policy, asset allocation models, and performance reporting. 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 or prior industry experience
• Active Series 7 and Series 66, or Series 63 and Series 65
• Additional product licenses may be required
• Strong organizational, analytical, and communication skills