Wealth Planning Associate: Build Holistic Client Plans

Windward Recruiting; Boston (MA); On-site; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Annual cash bonus

Job summary

A growing financial advisory firm in the Boston area is seeking an experienced Associate Wealth Advisor to join its team. The role focuses on creating personalized wealth strategies in collaboration with Wealth Advisors to enhance client relationships. Responsibilities include developing financial plans, mastering investment strategies, and ensuring compliance. A Bachelor’s Degree, Series 65, and significant financial experience are required. The position offers competitive compensation with potential bonuses and benefits.

Qualifications

• 4+ years of financial service experience.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax, and estate planning.

Responsibilities

• Develop and present financial plans through planning software.
• Create and deliver tax, estate, and insurance planning.
• Master technology stack including CRM system and custodian websites.

Skills

Financial analysis

Investment strategies

Risk management

Tax planning

Estate planning

Interpersonal skills

Analytical skills

Education

Bachelor’s Degree in relevant field

Series 65 or equivalent

CFP or equivalent

Tools

Financial software

CRM tools

Job description

A growing financial advisory firm in the Boston area is seeking an experienced Associate Wealth Advisor to join its team. The role focuses on creating personalized wealth strategies in collaboration with Wealth Advisors to enhance client relationships. Responsibilities include developing financial plans, mastering investment strategies, and ensuring compliance. A Bachelor’s Degree, Series 65, and significant financial experience are required. The position offers competitive compensation with potential bonuses and benefits.