Senior Wealth Advisor: Hybrid Client Planning Leader

ECG Resources; Boston (MA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A financial advisory firm in Boston is seeking a Senior Associate Wealth Advisor to enhance client relationships and develop comprehensive financial plans. The role involves 5+ years of experience in financial services and a Bachelor’s degree. The advisor will collaborate closely with Wealth Advisors to provide tailored strategies in investment and financial planning. This position offers hybrid work flexibility with in-person client interactions required. Strong analytical and interpersonal skills are essential for success.

Qualifications

• 5+ years of financial service experience.
• Proven experience in financial analysis, modeling, and strategic planning.
• Knowledge of financial products and planning concepts.

Responsibilities

• Create, edit, and present financial plans through planning software.
• Develop business independently and in a team environment.
• Engage in advisory team business planning efforts.

Skills

Financial analysis

Investment strategies

Risk management

Tax planning

Strong interpersonal skills

Business development

Education

Bachelor’s Degree

CFP or equivalent (ChFC or CPA + PFS)

Job description

A financial advisory firm in Boston is seeking a Senior Associate Wealth Advisor to enhance client relationships and develop comprehensive financial plans. The role involves 5+ years of experience in financial services and a Bachelor’s degree. The advisor will collaborate closely with Wealth Advisors to provide tailored strategies in investment and financial planning. This position offers hybrid work flexibility with in-person client interactions required. Strong analytical and interpersonal skills are essential for success.