Wealth Management Advisor

Riverview Capital Advisers, LLC; Boston (MA); On-site; USD 60,000 - 110,000; Full time

Job summary

A leading wealth management firm in Boston is seeking a Private Wealth Advisor to develop relationships with ultra-high net worth clients. The role involves creating customized wealth management plans, collaborating with a team, and requires strong financial and analytical skills. Ideal candidates will have a finance degree and relevant experience, with opportunities for professional growth and development in a supportive environment.

Qualifications

• 3 - 5 years of relevant experience in wealth management.
• Ability to obtain Series 65 within 6 months.

Responsibilities

• Collaborate on financial projections and develop wealth management strategies.
• Meet with clients to customize financial goals.
• Assist in estate and tax planning analysis.

Skills

Financial Skills

Analytical Skills

Relationship Building

Problem Solving

Attention to Detail

Education

Bachelor’s degree in finance

Advanced planning degree (CFP, CPWA, CPA)

Tools

Excel

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Riverview Capital Advisers, LLC

Riverview Capital Advisers (“Riverview”) was established in 2006 to meet the wealth management needs of ultra-high net worth individuals and families. We strive to build long-term relationships with our clients by delivering comprehensive multi-family office services. Our client relationships are based on trust, knowledge, and superior delivery of services on an ongoing basis.

Riverview is seeking a Private Wealth Advisor to join the wealth management team. You will meet and develop client relationships with ultra-high net worth individuals as you and the wealth management team work to create customized wealth management plans for individuals, families, and businesses.

This is an opportunity for someone to join a growing firm and continue to develop the skills as a wealth advisor with exposure to investment management, estate planning, tax planning, retirement planning, and all aspects of managing wealth for affluent families.

Responsibilities

• Collaborate with the wealth management team on financial projections, balance sheets, income statements, and other presentation materials
• Develop comprehensive wealth management strategies for individuals and families
• Meet with prospective clients and develop customized financial goals
• Proactively work with associates to problem solve client situations and add value to the relationship
• Assist in analysis of estate planning, tax planning, insurance needs, cash flow projection
• Collect, organize, and manage personal and financial client information

Qualifications

• Bachelor’s degree in finance or similar with 3 - 5 years of relevant experience
• Obtained or working towards an advanced planning degree with a focus on wealth management (CFP, CPWA, CPA, etc.)
• Series 65 or ability to obtain within 6 months
• Strong financial and analytical skills, advanced Excel
• Proven ability to build relationships
• Ability to identify, meet and follow through with client needs and requests
• Self-starter, problem solver and goal oriented
• Ability to multitask, prioritize, and deliver on a timely basis
• Able to work independently
• Well organized with strong attention to detail
• Understanding of equity and fixed income markets

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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