Thursday, October 30, 2025
Lead Advisor

Research Analyst

Posted: 22 hours ago

Job Description

Lead Advisor is a wealth management recruiting and consulting firm. We have multiple clients in the Greater NYC area that are hiring research analysts for their wealth management practices.The right candidate should have expertise with PYTHON and have a passion for wealth management (or willingness to learn).Key responsibilities (but not limited to):Use and debug models for analysisPlace Trades and excuting the buy/hold/sell strategy set forth by the firmResearch funds, equities and bondsQualifications:Bachelors Degree2 years of finance experienceSeries 7 or willingness to obtainPython ExpertiseLocation: Hybrid in Midtown officeSalary: 80-90k

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