Wealth Advisor Associate: Custom Financial Planning

ECG Resources; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial advisory firm in Boston is seeking an experienced Associate Wealth Advisor to develop and present comprehensive financial plans tailored for clients. This role involves managing client relationships, utilizing financial planning software, and supporting the advisory team in business development initiatives. The ideal candidate will hold a Bachelor's Degree, possess 4+ years in financial services, and demonstrate expertise in investment strategies and tax planning. A CFP® designation is preferred. Competitive compensation and benefits offered.

Qualifications

• Bachelor’s Degree required.
• Series 65 (or equivalent) obtained within 120 days of employment.
• 4+ years of financial services experience.
• CFP® preferred (or equivalent designation such as ChFC® or CPA/PFS).
• Proven experience in financial analysis, modeling, and strategic planning.

Responsibilities

• Develop and present comprehensive financial plans using planning software.
• Lead development and presentation of financial planning recommendations.
• Serve as day-to-day contact for client needs and communications.
• Master the firm’s technology stack, including CRM systems.
• Participate in advisory team business planning initiatives.

Skills

Financial analysis

Investment strategies

Tax planning

Estate planning

Analytical skills

Interpersonal skills

Team-oriented mindset

Education

Bachelor’s Degree

CFP® or equivalent designation

Tools

Financial planning software

CRM systems

Job description

A financial advisory firm in Boston is seeking an experienced Associate Wealth Advisor to develop and present comprehensive financial plans tailored for clients. This role involves managing client relationships, utilizing financial planning software, and supporting the advisory team in business development initiatives. The ideal candidate will hold a Bachelor's Degree, possess 4+ years in financial services, and demonstrate expertise in investment strategies and tax planning. A CFP® designation is preferred. Competitive compensation and benefits offered.