Jobs via Dice
Melville, NY
Wealth Management Associate (Series 65 Required) Melville, NY, | $85,000-$115,000 + Bonus + Benefits Join a growing, planning-focused wealth management firm that serves high-net-worth and multi-generational families. This is a relationship-driven role supporting Financial Advisors and helping deliver an exceptional client experience. What You'll Do • Serve as a primary point of contact for clients and advisors Support onboarding, account servicing, transfers, and client requests Prepare for client meetings and coordinate follow-up action items Maintain detailed client records and documentation in Salesforce CRM Assist with financial planning and tax-planning workflows Coordinate with clients, advisors, custodians, attorneys, and accountants Deliver a white-glove experience for high-net-worth families Technology • Salesforce CRM MoneyGuidePro Holistiplan Zocks What We're Looking For • Active Series 65 required Experience in wealth...

