Wealth Management Associate- Bilingual: Spanish/English

What you’d do

Supports Financial Advisors and Private Wealth Advisor teams by building client relationships and assisting with digital marketing, portfolio holdings, proposal tools and financial planning. Full time in New York. Found on the employer's careers page on Oct 19, 2026. Apply through the link.

You’ll need

• 5+ years of relevant work experience
• Active Series 7 (GS)
• Series 66 or Series 63 and 65
• Bilingual Spanish/English
• Knowledge of equities, bonds, options, mutual funds, annuities, insurance, managed accounts