Hybrid Wealth Advisor Associate - Planning & Client Impact

ECG Resources; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized wealth advice. The role involves developing comprehensive financial strategies across various domains including retirement and investment planning, collaborating with Wealth Advisors, and leading client communications. Candidates should have a Bachelor's degree and 2+ years of experience in financial services. The position offers a hybrid work model, with 3 days in-office and 2 days remote.

Qualifications

• Bachelor’s degree required.
• Series 65 (or equivalent) within 120 days of employment.
• 2+ years of financial services experience.

Responsibilities

• Develop and present comprehensive financial plans.
• Collaborate with Wealth Advisors on financial planning.
• Lead client communications and ensure exceptional service.

Skills

Interpersonal skills

Analytical skills

Team-oriented mindset

Knowledge of financial products

Education

Bachelor's degree

Tools

CRM systems

Planning software

Job description

A financial services firm in Boston is seeking an Associate Wealth Advisor to enhance client relationships through personalized wealth advice. The role involves developing comprehensive financial strategies across various domains including retirement and investment planning, collaborating with Wealth Advisors, and leading client communications. Candidates should have a Bachelor's degree and 2+ years of experience in financial services. The position offers a hybrid work model, with 3 days in-office and 2 days remote.