New Amsterdam, LLC - Wealth Management
 

 

    New Amsterdam Wealth Management

        

 

 

 

Opportunity.  For people at every stage of their careers, we offer the opportunity to move ahead more rapidly than is possible at most other firms. Advancement depends on merit, and we have yet to find the limits to the responsibility our best people are able to assume.

The people of our organization are distinctive. This manifests both in the work we do and the people we attract. We take great pride in the professional quality of the advice and execution we provide our clients. We also have an uncompromising determination to achieve excellence in everything we undertake.

We are constantly seeking creative, team-oriented colleagues who bring intensity and integrity, intellectual curiosity and leadership potential to our team.

How to Apply
We are currently accepting applications for experienced hires and invite you to send your details for consideration. Sending in your resume is your first step towards a career with our organization.  The more we know about you, the better we can match you with a suitable career opportunity. After reviewing available positions please click here to take the next step.  Thank you for your interest.

 

 
 

 

Wealth Management Director

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  • Region:

  • New York State

 

  • Key Responsibilities:

  • Devise and execute business development strategies to attract and acquire new clients

  • Analyze clients financial needs, goals, sensitivity to risk and investment horizon

  • Advise clients regarding the advantages and disadvantages of different investment strategies

  • Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals

  • Act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.

 

  • Requirements:

  • You are a professional with at least 2 years of experience, are legally authorized to work full-time in the United States, and possess the following:

  • Marketing/business development aptitude

  • Entrepreneurial spirit with a strong work ethic

  • Excellent interpersonal skills and high level of integrity

  • Competitive drive and achievement oriented

  • High degree of self-confidence and empathy

  • A bachelors degree or equivalent education is expected

  • An MBA, JD, CPA or CFP is valued

 

  • This position carries an attractive performance-related compensation and excellent training in sales, presentations, and management skills.

 

  • Disclaimer / Policy Statements: New Amsterdam, LLC is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.  We provide dedicated, enthusiastic, ethical and loyal service to assist in the achievement of financial and personal goals.

 

 

 
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