NY Series 7 and 66 Licensed Associate
Job Summary
Contributing to the improvement of client outcomes, the full-time NY Series 7 and 66 Licensed Associate will conduct research, assist in developing strategic initiatives, and partner with various stakeholders to enhance investment products and platforms in a dynamic environment.
Key responsibilities
- Conduct research and analysis on the competitive landscape in wealth management
- Assist in developing business cases, strategic visions, and success metrics for investment opportunities
- Translate advisor and client feedback into actionable product improvements
Required qualifications
- 1+ years of experience in financial services or management consulting
- Bachelor's degree in a relevant field
- A valid and active Series 7 license required or must be obtained within 120 days of starting
- A valid and active Series 66 (63/65) required or must be obtained within 120 days of starting
- Strong analytical and quantitative skills
Complete Job Description
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