New York Licensed Associate

Job Summary

A company is looking for an Associate in the Private Wealth Management Sustainable Solutions Group.

Key Responsibilities

• Develop and implement strategies for client acquisition and engagement in ESG and impact investing
• Maintain and enhance client relationships while advising on ESG solutions
• Collaborate with internal teams to communicate client needs and support platform development

Required Qualifications

• 5-7 years of relevant experience in financial services or investment management
• Strong understanding of portfolio construction and management
• Passion for sustainable finance and social sustainability
• Knowledge of ESG and impact investing landscape
• Series 7 and 63 licenses required within three months of employment