Wealth Management Associate Jobs in New York
Wealth Management Associate jobs in New York represent one of the most active and competitive markets in the country, with demand concentrated in private banking, asset management, and family office services at every level from entry-level through senior associate. The heaviest hiring is in New York City, White Plains, and Stamford-adjacent roles, where firms like Morgan Stanley, JPMorgan Chase, and UBS maintain large wealth management operations. The most in-demand specialties include high-net-worth client servicing, portfolio operations, and financial planning support. Find a role that fits below and apply directly.
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Showing 5 of 188+ Wealth Management Associate jobs
YOUR IMPACT
As an Estate Associate, you will play a pivotal role in our estate settlement business, collaborating directly with estate and trust officers and fiduciary experts to navigate complex administrations. This will include acting as a bridge for information flow for internal and external partners and clients, performing money movement and asset maintenance daily, servicing estates and overseeing teamwide deadlines associated with the tax administration process. If you are a detail-oriented communicator who thrives on solving complex administrative puzzles and delivering exceptional client service, join us to grow your career in a prestigious corporate setting.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
The Goldman Sachs Trust Company (GSTC)
An essential component of Goldman Sachs’ private wealth management offering, The Goldman Sachs Trust Company, N.A. (GSTC) is a limited-purpose national bank providing world-class trust, estate and charitable administration services to ultra-high-net-worth clients across the United States. GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management. Our Estate Settlement Services team is dedicated to administering estates efficiently, thoughtfully, and in coordination with fiduciary professionals, PWAs, outside counsel, tax advisors, beneficiaries, and other stakeholders while observing our responsibilities as an independent, professional fiduciary.
Based in our New York City office, a GSTC Estate Associate (EA) provides direct support for estate settlement administration, including account administration, coordination of estate-related activity, and management of the operational experience for estates and related stakeholders.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts
- Participate in regularly scheduled calls with clients and their trusted advisors
Manage competing priorities to meet established deadlines while maintaining clear expectations across stakeholders
- Serve as a key liaison to PWAs, fiduciary professionals, outside counsel, tax advisors, and other areas supporting the estate settlement process
- Assist with estate onboarding, including documentation, account opening, asset inventory, and funding activity
- Administer estate cash management functions, including receipts, disbursements, journals, checks, and wires
- Coordinate preparation of estate tax payments, fiduciary income tax payments, and related tax filings
- Support estate account oversight activities to comply with fiduciary, operational, and regulatory requirements
- Reconcile and verify estate account activity, asset values, distributions, and historical data as needed
- Coordinate estate-related account implementation, asset transfers, and funding activity
- Support projects related to estate settlement workflows, process improvements, and team strategic planning
- Participate in efforts to improve efficiencies within the Estate Settlement Services business
WHERE WILL YOU MAKE AN IMPACT
GSTC has a national practice, working with PWAs based in the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Bachelor’s Degree Required, J.D. preferred
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in client service
- Self-motivated and able to work in an autonomous, yet collaborative environment
- Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
- Commitment to excellence and a high level of integrity
- Strong knowledge of estates practice area, including probate and tax matters
- Paralegal or Senior Associate experience in estate administration and/or experience on an estate administration team at a wealth management firm is strongly preferred
YOUR IMPACT
As an Estate Associate, you will play a pivotal role in our estate settlement business, collaborating directly with estate and trust officers and fiduciary experts to navigate complex administrations. This will include acting as a bridge for information flow for internal and external partners and clients, performing money movement and asset maintenance daily, servicing estates and overseeing teamwide deadlines associated with the tax administration process. If you are a detail-oriented communicator who thrives on solving complex administrative puzzles and delivering exceptional client service, join us to grow your career in a prestigious corporate setting.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
The Goldman Sachs Trust Company (GSTC)
An essential component of Goldman Sachs’ private wealth management offering, The Goldman Sachs Trust Company, N.A. (GSTC) is a limited-purpose national bank providing world-class trust, estate and charitable administration services to ultra-high-net-worth clients across the United States. GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management. Our Estate Settlement Services team is dedicated to administering estates efficiently, thoughtfully, and in coordination with fiduciary professionals, PWAs, outside counsel, tax advisors, beneficiaries, and other stakeholders while observing our responsibilities as an independent, professional fiduciary.
Based in our New York City office, a GSTC Estate Associate (EA) provides direct support for estate settlement administration, including account administration, coordination of estate-related activity, and management of the operational experience for estates and related stakeholders.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts
- Participate in regularly scheduled calls with clients and their trusted advisors
Manage competing priorities to meet established deadlines while maintaining clear expectations across stakeholders
- Serve as a key liaison to PWAs, fiduciary professionals, outside counsel, tax advisors, and other areas supporting the estate settlement process
- Assist with estate onboarding, including documentation, account opening, asset inventory, and funding activity
- Administer estate cash management functions, including receipts, disbursements, journals, checks, and wires
- Coordinate preparation of estate tax payments, fiduciary income tax payments, and related tax filings
- Support estate account oversight activities to comply with fiduciary, operational, and regulatory requirements
- Reconcile and verify estate account activity, asset values, distributions, and historical data as needed
- Coordinate estate-related account implementation, asset transfers, and funding activity
- Support projects related to estate settlement workflows, process improvements, and team strategic planning
- Participate in efforts to improve efficiencies within the Estate Settlement Services business
WHERE WILL YOU MAKE AN IMPACT
GSTC has a national practice, working with PWAs based in the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Bachelor’s Degree Required, J.D. preferred
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in client service
- Self-motivated and able to work in an autonomous, yet collaborative environment
- Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
- Commitment to excellence and a high level of integrity
- Strong knowledge of estates practice area, including probate and tax matters
- Paralegal or Senior Associate experience in estate administration and/or experience on an estate administration team at a wealth management firm is strongly preferred
See All 188+ Wealth Management Associate Jobs in New York
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Find JobsWealth Management Associate Jobs by City in New York
Where New York roles are concentrated, by current openings.
Wealth Management Associate Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase84
- Goldman Sachs41
- Morgan Stanley7
- EY6
- PIMCO4
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
- Law & Legal Services
What New York Employers Look For
The qualifications that appear most often in wealth management associate jobs across New York.
- FINRA Series 7 and Series 66 licenses required or must be obtained within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- One to three years of experience in wealth management, brokerage, or financial services
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong client communication skills with experience supporting high-net-worth relationships
- CFP candidacy or progress toward Certified Financial Planner designation preferred
Wealth Management Associate Jobs in New York: Frequently Asked Questions
How do you become a wealth management associate in New York?
Most wealth management associates in New York start with a bachelor's degree in finance, economics, or business and then obtain FINRA licensing, typically the Series 7 and Series 66, which are required by the Financial Industry Regulatory Authority and registered through the Central Registration Depository. New York does not impose a separate state-level wealth management license, but brokers must also register with the New York State Department of Financial Services. Earning a CFP designation strengthens competitiveness significantly.
How much do wealth management associates make in New York?
Wealth management associates in New York earn a median of about $166,400 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $76,190 for the lowest 10% to over $427,700 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth management associates in New York?
Employers hiring wealth management associates in New York right now include JPMorganChase, Goldman Sachs, and Morgan Stanley, based on current listings on Migrate Mate as of November 2026. New York City's concentration of global banks, independent registered investment advisors, and family offices makes it one of the deepest hiring pools for this role in the country.
Which New York cities have the most wealth management associate jobs?
The cities with the most wealth management associate openings in New York are New York, Albany, and Brooklyn. New York City dominates because it is home to the headquarters and flagship offices of the country's largest banks, wirehouses, and independent advisory firms, while suburban markets like White Plains attract regional wealth management operations serving affluent Westchester and Connecticut clients.
Are there remote wealth management associate jobs in New York?
Yes, but they're less common than in purely analytical fields because the role often requires in-person client interaction and collaboration with licensed advisors. About 63% of wealth management associate openings tied to New York are remote or hybrid as of November 2026, with most flexibility concentrated in back-office and portfolio operations functions rather than client-facing positions.
How can I get hired as a wealth management associate in New York with little or no experience?
The most realistic entry path is through a financial services analyst or client service associate role at a New York wirehouse or regional bank, which provides on-the-job FINRA exam sponsorship and direct exposure to wealth management workflows. Firms like Morgan Stanley and JPMorgan Chase run formal new-associate programs in New York that onboard candidates without direct experience. Completing the Series 7 exam before applying, even without a sponsoring employer, demonstrates initiative and shortens the time to first placement.
Where can I find and apply to wealth management associate jobs in New York?
You can find and apply to wealth management associate jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Find roles that fit your experience and credentials and apply directly to the employers posting them.
See All 188+ Wealth Management Associate Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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