Wealth Planning Associate - Client-Focused & Collaborative

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 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.