Associate Wealth Advisor 2

ECG Resources; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial advisory firm in Boston is seeking an experienced Associate Wealth Advisor to develop and present comprehensive financial plans tailored for clients. This role involves managing client relationships, utilizing financial planning software, and supporting the advisory team in business development initiatives. The ideal candidate will hold a Bachelor's Degree, possess 4+ years in financial services, and demonstrate expertise in investment strategies and tax planning. A CFP® designation is preferred. Competitive compensation and benefits offered.

Qualifications

• Bachelor’s Degree required.
• Series 65 (or equivalent) obtained within 120 days of employment.
• 4+ years of financial services experience.
• CFP® preferred (or equivalent designation such as ChFC® or CPA/PFS).
• Proven experience in financial analysis, modeling, and strategic planning.

Responsibilities

• Develop and present comprehensive financial plans using planning software.
• Lead development and presentation of financial planning recommendations.
• Serve as day-to-day contact for client needs and communications.
• Master the firm’s technology stack, including CRM systems.
• Participate in advisory team business planning initiatives.

Skills

Financial analysis

Investment strategies

Tax planning

Estate planning

Analytical skills

Interpersonal skills

Team-oriented mindset

Education

Bachelor’s Degree

CFP® or equivalent designation

Tools

Financial planning software

CRM systems

Job description

ASSOCIATE WEALTH ADVISOR

Primary Responsibilities

Financial Planning & Strategy

• Develop, revise, and present comprehensive financial plans using planning software
• Create and deliver advanced tax, estate, and insurance planning strategies
• Identify advanced planning opportunities and contribute to internal best practices
• Develop mastery of the firm’s investment philosophy
• Create holistic investment strategies tailored to each client
• Monitor and evaluate client risk tolerance over time
• Lead development and presentation of financial planning recommendations

Portfolio & Investment Support

• Develop foundational understanding of trading fundamentals
• Partner with the Portfolio Management team to review and execute portfolios
• Support trade recommendations, rebalancing, and tax-loss harvesting
• Collaborate on investment implementation and oversight

Client Relationship Management

• Serve as day-to-day contact for client needs
• Independently lead client communications and meetings
• Lead a select number of client relationships
• Diligently document client interactions in the CRM system
• Complete billing reviews and ensure advisory compliance standards
• Meet with clients in person as required (some travel may be necessary)

Technology & Operations

• Master the firm’s technology stack, including CRM systems and custodian platforms
• Ensure accurate and timely execution of operational processes
• Collaborate with other Associate Wealth Advisors and advisory team members

Business Development & Firm Growth

• Participate in advisory team business planning initiatives
• Support firm strategic priorities
• Contribute to business development efforts within a team environment

Qualifications

• Bachelor’s Degree required
• Series 65 (or equivalent) obtained within 120 days of employment
• 4+ years of financial services experience
• CFP® preferred (or equivalent designation such as ChFC® or CPA/PFS)
• Proven experience in financial analysis, modeling, and strategic planning
• Strong knowledge of investment strategies, risk management, tax planning, and estate planning
• Proficiency in financial planning software and CRM systems
• Excellent analytical skills and attention to detail
• Strong interpersonal skills with ability to explain complex financial concepts clearly
• Team-oriented mindset
• Clean U4 record