Associate Wealth Advisor: Grow into Independent Client Lead

Corient Private Wealth LLC.; Boston (MA); On-site; USD 100,000 - 140,000; Full time

Job summary

A wealth management firm in Boston is seeking a support role for Wealth Advisor. This position involves delivering exceptional client services, preparing client financial plans, and managing client relationships. Candidates should have a Bachelor's degree and 4-8 years of experience in financial planning, ideally holding certifications like CFP or CFA. This role requires strong communication and analytical skills, as well as proficient use of technologies like Salesforce and Microsoft Suite. The salary range is $100,000-140,000 annually.

Qualifications

• 4-8 years of experience in wealth management or related field.
• High emotional intelligence and situational awareness.
• Proactive approach to work, with the ability to take ownership of projects.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients.
• Begin to prepare and make recommendations for client financial plans.
• Assist in preparation for client meetings and document discussions.

Skills

Advanced knowledge of financial planning concepts and processes

Communication skills

Analytical skills

Detail-oriented

Relationship/Practice Management

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

A wealth management firm in Boston is seeking a support role for Wealth Advisor. This position involves delivering exceptional client services, preparing client financial plans, and managing client relationships. Candidates should have a Bachelor's degree and 4-8 years of experience in financial planning, ideally holding certifications like CFP or CFA. This role requires strong communication and analytical skills, as well as proficient use of technologies like Salesforce and Microsoft Suite. The salary range is $100,000-140,000 annually.