They take ownership, follow through, and raise the bar on quality.
Join a team shaping the future of wealth management
Our work at Beatrice is grounded in investment management and shaped by the complexity of the families and institutions we serve. We operate with a clear standard: thoughtful judgment, rigorous process, and a respect for the details that compound over time.
We are also a team of diverse backgrounds and experience. With the belief that excellence is strengthened by perspective, we are committed to building an inclusive workplace where talent from all communities can thrive.
A place for people who think deeply and execute precisely
Our culture is grounded in collaboration, quality, and growth. We uphold a high standard of work and maintain a tight-knit team structure, driven by intellectual curiosity and broad perspectives on wealth and decision-making.
We celebrate milestones, recognize individual contributions, and support one another through the demands of meaningful work. Birthdays, professional achievements, firm wins, and personal moments all matter here.
As a proud equal opportunity employer, we at Beatrice are intentional about creating a workplace where everyone is respected and heard.
Learn More About UsWho thrives here
People who excel at Beatrice share a few traits:
If this sounds like you, you’ll find meaningful work and room to grow here.
View Open JobsJoin our team
We’re building a firm where curious, driven people work as one team, benefit from diverse perspectives, and hold themselves to a high standard. If you’re interested in Beatrice Advisors and our approach, we invite you to email us at careers@beatriceadvisors.com
Senior Wealth Advisor
New York, NY • Full-time • Onsite
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Portfolio Manager
New York, NY • Full-time • Onsite
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Client Relations Associate
New York, NY • Full-time • Onsite
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