Senior Associate Wealth Advisor -1424
Hybrid · Boston, Massachusetts, United States
Job Summary
Senior Associate Wealth Advisor with 5+ years in financial services to partner with Wealth Advisors in delivering planning-centric guidance. Responsibilities include creating, editing, and presenting financial plans; leading development of planning recommendations; identifying advanced planning opportunities; managing client relationships and onboarding new clients; developing business independently and within a team; mastery of the firm’s investment philosophy and technology stack; coordinating with Portfolio Management for portfolios and tax strategies; documenting client communications; occasional in-person client meetings with travel; hybrid work arrangement with 3 days in office per week and up to 2 remote days.
Required Qualifications
- Bachelor’s Degree
- CFP or equivalent (ChFC or CPA + PFS) required
- 5+ years of financial service experience
- Strong interpersonal skills
- Knowledge of the financial industry, financial products, and financial planning concepts
Desired Qualifications
- CFP or equivalent (ChFC or CPA + PFS) required
- 5+ years of financial service experience
- Bachelor’s Degree
- Strong interpersonal skills
- Team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
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