Does financial data excite you? Are you truly service oriented?

We're looking for a Wealth Strategy Associate to:

• assist Financial Advisors with client/prospect meetings preparation
• analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential changes
• develop customized asset allocation strategies and investment solutions for clients
• perform business analytics as needed to support financial advisors in the growth of the business
• provide administrative and trading support to the Senior Portfolio Manager in maintaining equity strategy models