Senior Investment Strategist for Private Wealth Portfolios

A top-tier wealth management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team. The candidate will lead investment processes for clients, develop asset allocation models, and perform in-depth analyses on investment topics. A Bachelor's Degree is required, along with a Series 7 license and at least 10 years' experience working with high-net-worth clients. Strong analytical and communication skills are essential for advising clients effectively.