Wealth Advisor — Custom Plans for UHNW Clients

Masis Professional Group; Boston (MA); On-site; USD 125,000 - 175,000; Full time

Job summary

Fanning- Masis, a Boston-based wealth management firm, is seeking a Wealth Advisor to serve a private wealth and UHNW client base. You will collaborate with client Advisors/Consultants to create customized financial plans, including tax, estate planning, and charitable gifting, conduct liquidity analysis, and manage portfolio reporting.

The ideal candidate has 4+ years of experience performing these tasks, with a track record of delivering tailored financial solutions and proactive client

Qualifications

• 4+ years of experience in wealth management tasks.
• Experience creating customized financial plans including tax and estate planning.
• Liquidity analysis and portfolio reporting experience.

Responsibilities

• Collaborate with client Advisors/Consultants to create customized financial plans.
• Perform liquidity analysis and address portfolio inquiries.
• Prepare client reports and recommendations for UHNW/HNW clients.
• Support ongoing client servicing and relationship management.

Skills

Financial planning

Portfolio analysis

Tax planning

Estate planning

Job description

Fanning- Masis, a Boston-based wealth management firm, is seeking a Wealth Advisor to serve a private wealth and UHNW client base. You will collaborate with client Advisors/Consultants to create customized financial plans, including tax, estate planning, and charitable gifting, conduct liquidity analysis, and manage portfolio reporting.

The ideal candidate has 4+ years of experience performing these tasks, with a track record of delivering tailored financial solutions and proactive client