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Our client is a thriving, boutique wealth management firm based in Melville, NY. They seek a highly experienced and proactive Executive Assistant / Practice Manager to support their CEO & Lead Advisor.
Key Responsibilities:
Qualifications:
Why Join?
They are a tight-knit, collaborative team with a commitment to delivering personalized, fiduciary advice to a loyal client base. This role offers the opportunity to take ownership of practice operations while working closely with the firm’s leadership. Compensation includes a competitive base salary, bonus potential, profit-sharing, and a health insurance stipend. (100K-110K base + bonus + profit-sharing + health insurance stipend)
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The value of partnering with a recruiter:There are significant advantages to working directly with a recruiter rather than submitting your resume through job boards without direction. Qualified candidates benefit from a personalized approach—gaining access to someone who has a strong relationship with the company and hiring manager, offers guidance throughout the interview process, sets clear expectations, and provides timely updates so you’re never left guessing about your status. Home
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