Treasury Advisor
Rho
Standort: NYC, United States
Anstellungsart: full time
**Treasury Advisor at Rho in NYC** **What you'll do** - Serve as a fiduciary advisor to individuals, founders, executives, and business owners - Conduct comprehensive financial planning, investment, retirement, and tax-aware discussions - Develop and maintain long-term client relationships through proactive advice - Deliver personalized investment recommendations aligned with clients' goals **What they're looking for** - Active Series 65 license (or equivalent qualification) - 3-7+ years of experience in wealth management or investment advisory - Experience working within a Registered Investment Adviser (RIA) - Strong knowledge of investment products and portfolio construction **Details** - Location: NYC - Type: Full-time - Salary: null
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