UHNW Wealth Strategy Advisor

Focus Financial Partners; Boston (MA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Bonus potential

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Focus Financial Partners in Boston, MA is seeking an Associate, Client Advisor to support ultra-high-net-worth clients with strategic and investment plans. You will coordinate account openings, prepare client materials, and assist with portfolio monitoring while collaborating with tax and estate planning professionals.

The role emphasizes discretion, accuracy, and a client-first approach. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills and a

Qualifications

• Bachelor’s degree in Finance, Economics or related field.
• Interest in pursuing CFA/ CFP or advanced degree preferred.
• 1+ years of relevant professional experience.
• Strong written and oral communication skills.
• Proficiency with Word, Excel, PowerPoint; knowledge of Addepar/RedBlack a plus.

Responsibilities

• Support the implementation and maintenance of clients’ investment and strategic financial plans.
• Coordinate account openings, transfers, and ongoing portfolio administration.
• Prepare customized client meeting materials, presentations, and reports.
• Monitor portfolios to ensure alignment with target asset allocations and investment guidelines.
• Confirm and track trading activity and other investment-related transactions.
• Serve as a point of contact for client inquiries, ensuring timely and accurate responses.
• Collaborate with tax advisors and estate planners to address client needs.
• Contribute to ad-hoc projects and analysis to enhance client service.
• Maintain confidentiality and regulatory compliance in all activities.

Skills

Strong communication

Organizational skills

Attention to detail

Proactive and self-motivated

Written and verbal communication

Education

Bachelor's degree in Finance or Economics

Tools

Microsoft Word

Excel

PowerPoint

Addepar or RedBlack

Job description

Focus Financial Partners in Boston, MA is seeking an Associate, Client Advisor to support ultra-high-net-worth clients with strategic and investment plans. You will coordinate account openings, prepare client materials, and assist with portfolio monitoring while collaborating with tax and estate planning professionals.

The role emphasizes discretion, accuracy, and a client-first approach. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills and a