5644 Associate Vp Portfolio Management jobs in New York,NY

Bonus and incentive opportunities

You'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators.

After completing Wealth Management University, your individualized development includes formal training in supervision, employee evaluation, and leadership, alongside ongoing, hands-on coaching and mentorship within your branch, tailored to your background and career goals.

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

A valid and active FINRA Series 7 license required

Currently hold or obtain the FINRA Series 66 (or Series 63/65) license

Currently hold or obtain the FINRA Series 9 and 10 (or Series 8) licenses

Currently hold or obtain the Life and Health Insurance license

Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge, with exposure to business development or leadership activities preferred

CFP® designation preferred

Occasionally support evening and weekend events

Bachelor's degree in public relations, journalism, communications or related field

4-6 years of relevant experience working in journalism, communications, public relations, brand management or related fields****

Experience with AP Stylebook as well as media monitoring, metrics, tracking, analyzing and reporting news coverage

Content generation expertise for social media platforms including but not limited to Facebook, Instagram, Threads, LinkedIn, Pinterest and YouTube

Strong proofreading and editing skills

Possess event planning skills and flexibility to occasionally support evening and weekend events

Experience with photography, video editing and digital asset management platforms are a plus