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Investment Advisory Associate

Employer
Bridgewater Advisors Inc.
Location
Midtown Manhattan, with remote work Monday and Friday
Salary
Competitive + bonus and benefits.
Closing date
May 22, 2022

View more

Job Role
Wealth Management
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
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Job Details

The Associate can expect to focus on the following areas: 

• Support Advisors with day-to-day client responsibilities, with the goal to be responsible for as many facets of the relationship as possible (client onboarding,  portfolio reviews, trading/portfolio rebalancing, cash flow needs, correspondence with other advisors, preparing decks for client meetings, updating retirement projections, etc.) 

• Ensure clients receive swift and thoughtful attention to any ad hoc requests – through your attentive service 

• Strive to become better educated and qualified through acquisition of further designations and credentials (CFP®, CFA, CPA, Enrolled Agent, etc.) and daily  interaction with other firm team members. 

• Actively serve on firm committees to help shape direction of the firm; take responsibility  for projects of interest/necessity. 

 

The Associate position requires the following qualifications: 

• Desire and ability to work successfully in a small company environment

• Team player, collaborative, able to work with others 

• Strong written and verbal communication skills 

• Detail-oriented, accurate, organized, able to set priorities and multitask

• Demonstrated commitment to the wealth management profession 

• Strong proficiency with Excel 

• Bachelor’s degree required 

• A minimum of one year experience preferred 

• Experience with Charles Schwab & Company and/or Fidelity account  applications and account maintenance documentation a plus 

• Experience with Junxure, Tamarac and eMoney a plus 

 

Salary and Benefits 

• Competitive salary based on industry standards and experience 

• Incentive compensation 

• Health, life, short- and long-term disability insurance coverage 

• 401(k) and annual profit sharing plan 

• Support for professional accreditation requirements and other education/training opportunities 

 

Company

Industry recognized, independent, fee-only wealth management firm located in midtown Manhattan.
Find Us
Telephone
2122215300
Location
600 Fifth Avenue, 26Th Floor
New York
NY
10020
US
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