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CitiStaffing
via LinkedIn
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Portfolio Associate - Private Wealth Mgmt - MUST be Registered Series 7 and 63/66 - up to $160k +BONUS!!
New York, NY
Full-time
Posted 12/8/2025
Verified Source
Key Skills:
Microsoft Excel
trade processing
client service
Compensation
Salary Range
$70K - 120K a year
Responsibilities
High touch client service, account setup, trade processing, interfacing with trading and compliance.
Requirements
Series 7, 63 or 66 licenses, technology proficiency including PMS, strong Excel skills, relevant experience.
Full Description
Portfolio Associate Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets. SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.
This job posting was last updated on 12/10/2025
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