Wealth Planning Associate — Client Strategy & Growth

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

Benefits offered by this job

Dental and vision insurance

Disability and life insurance

Medical insurance cost-sharing

Generous paid time off

Job summary

Ballentine Partners is a leading independent wealth management firm based in the Boston area with additional offices in Florida and New Hampshire. The firm serves high-net-worth families, offering objective investment planning and wealth management solutions.

The role focuses on financial reporting, data gathering, and collaborating across client teams. The candidate will learn soft skills for interactions with varied stakeholders, work in a supportive team, and grow within a collaborative

Qualifications

• Can learn new things quickly.
• Can take initiative and act proactively.
• Can take direction from multiple sources and prioritize a variety of tasks daily.
• Can work both independently and in a team structure.
• 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.

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).
• Researching financial planning topics to enhance firm’s knowledge management resources.
• Other duties as assigned.

Skills

Quick learner

Proactive

Multi-tasking

Strong communication

Team player

Education

Bachelor’s Degree

Job description

Ballentine Partners is a leading independent wealth management firm based in the Boston area with additional offices in Florida and New Hampshire. The firm serves high-net-worth families, offering objective investment planning and wealth management solutions.

The role focuses on financial reporting, data gathering, and collaborating across client teams. The candidate will learn soft skills for interactions with varied stakeholders, work in a supportive team, and grow within a collaborative