Finance Associate

Washington D.C.
Aug 14, 2018
Aug 16, 2018
Full Time
Job Description

Seeking a Finance Associate to join one of the top international wealth management firms located in the DC area. The firm was reported back in 2016 to have a portfolio of assets in the billions. They assist high net worth clients and prospects all around the world and they are looking for a new member to join their team, to grow and to become a part of their firm. The firm will also sponsor and train the Financial Associate to obtain their series 7 & or 63 licenses!

-Support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
-Ability to work with team members to accomplish a common goal
-Interact with clients to support all aspects of their servicing needs
-Ability to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning

*Interested candidates, please forward your resume to Andrea Wilkinson at for immediate consideration!

Job Requirements


  • BS in business, finance or economics - GPA 3.0 or higher
  • 2+ yrs of related work exp. or a recent college graduate with relevant internships
  • Team player
  • Detail oriented
  • Strong analytical and communication skills
  • Word and Excel - advanced
Additional Information

NRI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Meet Your Recruiter Andrea Wilkinson
Account Manager

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