Wealth Planning Associate

Ballentine Partners; Waltham (MA); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Vacation days

Sick leave

Parental leave

Sabbaticals

Community time off

Corporate matching

Certification support

Continuing education

Flexible work environment

Job summary

Ballentine Partners is a leading independent wealth management firm with the Family Office Practice serving clients with investable assets above $30 million. This role focuses on designing client reports, collecting data for financial summaries, and supporting strategic planning for high-net-worth families.

You will work with senior stakeholders and a collaborative team to analyze data, research planning topics, and handle special projects such as estate flow and cash flow forecasts.

Qualifications

• Bachelor's Degree is required.
• 1-3 years of experience in a similar role preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Designing and preparing client financial reports and exhibits for client meetings.
• Collecting, compiling, and evaluating raw data from multiple sources to produce accurate financial summaries.
• Contributing to strategic thinking on client team by identifying and elevating strategic planning issues and opportunities.
• Identifying and researching client issues under supervision.
• Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.).
• Researching financial planning topics to enhance firm's knowledge management resources.

Skills

Learn quickly

Proactive

Prioritize tasks

Independent worker

Team collaboration

Attention to detail

Discretion

Strong communication

Interpersonal skills

Education

Bachelor's Degree

Job description

Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds

The Family Office Practice is a group within Ballentine Partners, focused specifically on clients with investable assets above $30 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.

In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels.

• Designing and preparing client financial reports and exhibits for client meetings
• Collecting, compiling, and evaluating raw data from multiple sources to produce accurate financial summaries
• Contributing to strategic thinking on client team by identifying and elevating strategic planning issues and opportunities
• Identifying and researching client issues under supervision
• Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.)
• Researching financial planning topics to enhance firm's knowledge management resources
• Other duties as assigned

The right candidate will be someone who:

• Can learn new things quickly
• Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)
• Can take direction from multiple sources and prioritize a variety of tasks daily
• Can work both independently and in a team structure with a diverse group of people
• Can juggle and prioritize a variety of tasks daily
• Is highly organized with a very strong attention to detail
• Is comfortable working with senior stakeholders and sophisticated clients
• Has high professional standards, judgment, and discretion
• Has strong communication skills, verbal and written
• Has excellent interpersonal & relationship skills including a positive attitude

A Bachelor's Degree is required. 1-3 years of experience in a similar role is preferred.

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time,paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. On top of all this, Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $75,000 to $105,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.

We will sponsor applicants for work visas.

Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.