---
title: "Associate at Simon Quick Advisors – New York, NY · Hybrid"
canonical: "https://www.metaintro.com/job/associate-at-simon-quick-advisors-0386cb4e-1122-532a-a54f-4cb86cd2fbda"
language: "en"
author: "Metaintro"
---

[/company/simonquickadvisors](/company/simonquickadvisors)[Simon Quick Advisors](/company/simonquickadvisors)
# Associate at Simon Quick Advisors

Compensation

$100,000/yr

**Setup**
: Hybrid

**Location**
: New York, New York

**Type**
: Full-time

**Level**
: mid

**Posted**
: Aug 3, 2026

## Description

The Client Advisory Associate supports Client Advisors in designing and executing comprehensive wealth-management strategies for affluent families, business owners, and executives. The role covers investment, retirement, tax, estate, insurance, cash-flow, and fiduciary planning; client communication; implementation of investment changes; performance reporting; coordination with third-party providers; and compliance monitoring. It is a hybrid position in New York, New York, with compensation starting at 100,000 plus bonus and benefits, and is intended as a developmental path toward lead advisor and CFP® designation. A bachelor’s degree and 4–8 years of financial-services experience are required, along with experience using Fidelity, Schwab, DocuSign, Orion, Salesforce, and eMoney, plus Microsoft Office proficiency.

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