Senior Wealth Advisor

Masis Professional Group; Boston (MA); On-site; USD 180,000 - 250,000; Full time

Job summary

The wealth management firm in Boston seeks a Senior Wealth Advisor to take a lead role with UHNW client relationships, creating customized financial plans and running periodic portfolio reviews. You will guide discussions on portfolio positioning, performance, and planning, addressing client inquiries as part of a high-net-worth client service model.

This opportunity targets professionals with 10+ years of direct UHNW experience and offers a base salary in the $180K-$250K range plus bonus,

Qualifications

• 10+ years of direct UHNW client portfolio experience.
• Strong financial planning and portfolio review skills.
• Ability to lead client discussions and tailor strategies.

Responsibilities

• Lead UHNW client relationships and deliver customized financial plans.
• Prepare and run periodic portfolio reviews.
• Advise on portfolio positioning and planning, addressing client inquiries.

Job description

As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves an UHNW family client base, is seeking a Senior Wealth Advisor. This individual will assume the lead role with UHNW client relationships; creating customized financial plans, preparing for and running periodic portfolio reviews while guiding discussions regarding portfolio positioning, performance, and planning, addressing client/ portfolio inquiries and the like.

This role is a FANTASTIC opportunity for an individual who offers 10+ years of direct experience supporting an UHNW client portfolio in this capacity.

Compensation includes a base salary in the $180K- $250K range, depending on experience, plus bonus

Fanning, a division of Masis Staffing Solutions, LLC