Chapter Job Postings

To post your career opportunity on this website, call or email the chapter office at (516) 542-2004 or .


Senior Portfolio Analyst (Garden City, NY)

The Company: BNY Mellon (

The RoleThe Senior Portfolio Analyst provides Wealth Managers with a high level of support covering all aspects of their client relationships, including day-to-day administration and management of client portfolios. Senior Portfolio Analysts work closely with our internal partners in Fiduciary, Private Banking, business development, middle office and operations to meet our clients’ wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating money transfers and opening new accounts. Senior Portfolio Analysts interact directly with our clients to address questions and resolve any outstanding issues. Additionally, Senior Portfolio Analysts assist Wealth Managers with developing investment strategies, policy statements and implementing portfolios for clients. The Senior Portfolio Analyst must possess the ability to work independently and efficiently and apply a working knowledge of company policies and procedures at all times.

The position is a Senior Portfolio Analyst in our Garden City office and the requisition number is 1701038.

CLICK HERE for the complete job description.

Please email cover letter and resume to

Posted 5/21/2017

Financial Planning Associate – Full-Time


•  Responsible for preparing for client review meetings by updating/completing client information, organizing and printing out appropriate reports and financial planning deliverables, and providing necessary follow-up.

•  Attends and participates in client review meetings with Advisor as requested.

•  Responsible for the review of all client meetings to ensure all follow-up and action items are completed.

•  Efficiently communicates and corresponds, in a timely manner, with team on any items to be completed such as trades, new accounts, paperwork, appointments, and other items specified by Advisor.

•  Acts as the Team’s “go-to” for client meeting related information.

•  Pro-actively provides follow-up with clients on open items and questions. Summarizes client meetings and calls with re-cap letter.

•  Maintains communication with client during the financial planning process. Answers client inquiries and provides readily available planning information to clients, if requested and as allowable, as it relates to servicing their accounts.


Click here for the complete job description.

Please email resumes to

Posted 2/28/2017

Administrative Assistant

Financial Services Firm looking for entry-level administrative assistant to assist the President of the Firm. The position requires the following qualities: team-player, ambitious, career oriented, works at fast pace, self-motivated and self-directed, must maintain business appearance, organized with excellent time management skills, above average knowledge of Microsoft Word.  The position will be responsible for phones, handling calendar, filing, paperwork and will be expected to stay late if needed. Full Time Position. Salary and medical benefits. Must have a car and drive. Non-Smoking. Lynbrook location.

Please Email resume and salary requirements to or fax to (516) 593-8152.

Posted 2/13/2017

Client Service Representative

Busy financial services firm seeking organized, highly motivated, individual to join our team.

  • Excellent written and verbal communication skills a must.
  • Must be detail-oriented and self-directed.
  • Must be proficient with Microsoft Office and have excellent computer skills.
  • Training, Salary, Benefits, Lynbrook location, non-smoking office.
  • Must have a car and drive.
  • Permanent, Full-Time Position.


Please Email resume and salary requirements to or fax to (516) 593-8152.

Posted 12/29/2016