Wealth Advisor/ Senior Wealth Advisor- Greater Boston

Masis Professional Group; Boston (MA); On-site; USD 125,000 - 185,000; Full time

Benefits offered by this job

Hybrid work schedule

In-office 3 days/week

Job summary

Wealth Advisor/Senior Wealth Advisor role west of Boston is open with a client wealth management firm. This position partners with firm leadership to develop customized plans for high-net-worth clients, including tax and estate considerations and regular portfolio reviews.

The ideal candidate has 4–10 years of relevant experience, with a base salary in the $125K-$185K range, DOE, plus bonus. Hybrid work schedule: 3 days in office.

Qualifications

• 4–10 years of experience in wealth/advisory services.

Responsibilities

• Understand client investment objectives to tailor financial plans.
• Create customized financial plans for HNW/UHNW clients.
• Incorporate tax and estate planning into portfolios.
• Prepare materials for periodic client portfolio reviews.
• Adjust asset allocation as needed and respond to inquiries.

Job description

Wealth Advisor/ Senior Wealth Advisor opening; West of Boston

As a Senior Recruiter, I assist my client companies, investment/ asset/ wealth management firms/ family offices which support a private wealth and institutional client base, with their candidate recruitment process. This scenario has enabled me to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in industry to serve as a catalyst for continued career growth and development.

I’m writing to inform you that one of my client companies, a wealth management firm located West of Boston, is seeking a Wealth Advisor/ Senior Wealth Advisor. This individual will work closely with the firm’s Partners to perform an array of duties including gaining an understanding of client investment objectives and utilizing this information to create customized financial plans (HNW/ UHNW individual and family client roster), including tax and estate planning, preparing materials for/ attending periodic client portfolio reviews, performing asset allocation adjustments as deemed necessary, addressing daily portfolio inquiries, and the like.

This role is a FANTASTIC opportunity for an individual who offers 4-10 years of experience performing the duties described above

Compensation includes a base salary in the $125K- $185K range, DOE, plus bonus

Hybrid work schedule; 3 days per week in office

Fanning, a division of Masis Staffing Solutions, LLC