Wealth Advisor/ Senior Wealth Advisor- Boston

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

I’m a Senior Recruiter at Fanning- Masis. I assist my client companies, investment/ asset/ wealth management firms located in and around Boston that serve a private wealth and/or 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 the financial services 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 in Boston which serves a HNW/ UHNW individual and family client base, is seeking a Wealth Advisor; an individual to perform an array of tasks including collaborating with client Advisors/ Consultants while creating customized financial plans (including tax, estate planning and charitable gift giving), liquidity analysis, addressing portfolio inquiries, portfolio reporting, and the like.

This role is a FANTASTIC opportunity for an individual who offers 4+ years of experience performing the tasks described above

Compensation includes a base salary in the $125K- $175K range, depending on experience, plus bonus