Position: Wealth Management Associate

Location: New York, NY (In-Office)

Firm: Kingswood U.S.

Division: Wealth Management

Overview:

Kingswood U.S. is seeking a motivated and detail-oriented individual to join our Wealth Management team as a Junior Associate. In this role, you will work closely with senior financial advisors to support the day-to-day operations of client accounts, participate in investment planning discussions, and help deliver a high standard of service to our clients. This is an excellent opportunity for someone looking to grow their career in wealth management within a dynamic, entrepreneurial environment.

Key Responsibilities:

Support senior advisors with client servicing, including account maintenance, portfolio reviews, and meeting preparation
Assist in developing financial plans and investment proposals
Monitor and report on account performance and investment activity
Conduct research on investment products, market trends, and planning strategies
Help manage CRM data, internal documentation, and compliance records
Participate in team meetings and client interactions as appropriate
Coordinate with internal operations, trading, and compliance teams as needed

Qualifications:

Bachelor’s degree (Finance, Economics, Business, or related field preferred)
Minimum of 2 years of relevant experience in financial services or wealth management
Series 7 and 66 (or 63 & 65) licenses required
Strong interest in wealth management and personal finance
Exceptional attention to detail and organizational skills
Clear communication, both written and verbal
Proficiency in Microsoft Excel, PowerPoint, and financial tools
Ability to work full-time, in-office, Monday through Friday

What We Offer:

Exposure to a wide range of wealth management strategies and client profiles
Direct mentorship from experienced financial advisors
Opportunity to grow into a client-facing advisory role over time
Collaborative, fast-paced team environment
Competitive compensation and benefits

The position offers a starting salary of $80,000, with additional compensation tied directly to production and performance-based bonuses. In addition, this role provides a direct path to equity ownership in a book of business.

Kingswood U.S.

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