The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships. The incumbent may also have independent responsibility for managing some small client relationships.

Qualifications

The ideal candidate will have an undergraduate degree or equivalent work experience and at least 2-4 years of experience in the investment industry. Progress towards an advanced degree or professional certification is expected. Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-Newport Beach
Internal Jobcode: 01263
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1918825