We Are SAM

At Satovsky Asset Management, we align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions, and a deep commitment to meaningful relationships. If you are interested in joining our accoladed team of professionals, please see the open opportunities below.

Join Our Team

Associate Wealth Strategist

If you are eager to use your financial expertise to help clients achieve their goals while growing your career, join our team as SAM’s newest Associate Wealth Strategist. In this role, you will aid in the onboarding of new high-net-worth client relationships while providing ongoing service and maintenance to existing clients and their accounts. While you will primarily serve as an assistant to senior relationship managers for all client-related issues and follow-ups, you will also have the opportunity to manage a small group of client relationships independently, ensuring that all touchpoints, outreaches, and services are met. Based on performance, this position has the opportunity to grow into a Wealth Strategist role. The Associate Wealth Strategist reports to the Head of Private Wealth. Our ideal candidate is someone who has the passion, experience, and drive to take our firm to new heights, shares in our commitment to putting our clients first, and believes in the importance of team mentality. This is a fantastic opportunity to work closely with our clients and make a substantial impact on their financial journey. We look forward to reviewing your application.
, Careers, Satovsky Asset Management
Team getaway in Jackson Hole, WY.

What We Value

From the start, SAM has been centered around the acrostic FAMILY. We put our community at the heart of everything we do and look after our clients with utmost care, as if they were our own relatives. As a family-oriented firm, we operate in a team-based environment based on the principles of collaboration, continuous learning, honesty, and integrity.

F

ind a way

A

ttention to details

M

eaningful work and relationships

I

ntegrity

L

ong term thinking

Y

our why

Our Benefits

Competitive Salary

Discretionary Bonus Pool

Health Insurance

401(k) Retirement Plan

Discretionary Profit-Sharing Plan

Enhanced PTO

study-desk

Flexible Work Environment

Continuing Education

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Employee Appreciation Program

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Team Building Events

Mentorship and Growth Opportunities

Health and Wellness Program

Subscriptions to Periodicals

Client-Focused Events

232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900

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NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

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