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AdvisorNet

Asset Allocator

Posted on 20 February 2019 by

Company
Uma 
Industry
Financial Services 
Location
New York, NY  

Company: This client is a wealth management firm with four different areas of practice: wealth advisory, strategic advisory, private equity, and alternative equity. It has a culture that values transparency, ownership of projects, and teamwork.
Ideal Candidate:
◊ Bachelor’s degree in related field
◊ Someone who has experience with finance or sales with a business development background
◊ Driven by numbers and eager to learn
◊ Someone with experience of asset allocation
◊ Someone with a can-do attitude who is organized and can thrive in a fast paced environment
◊ Willing to take on administrative tasks associated with role
◊ Able to perform other duties as required
◊ Willing to do part time and full time
◊ Wealth management knowledge a plus
This position offers the ability to work remotely.

Salary range: Base salary $90 to 150k depending on experience with commission and benefits offered.

Please contact Jobs@beboldbeuma.com with subject “Interest in Asset Allocator position” and resume attached.

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