Company Overview:

A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients.

Job Responsibilities:

Serve as the hub of the day-to-day service experience for clients by providing superior client service and problem-solving solutions.
Support Lead Relationship Managers in preparing and participating in client meetings, as well as handling post-meeting action items.
Manage the custodial process alongside the Client Service team to assist clients with account creation, transfers, and maintenance.
Facilitate communication between relevant parties such as tax accountants, attorneys, and insurance contacts.
Coordinate and execute gifting and charitable activities on behalf of clients.
Conduct financial planning due diligence, including collecting client data to assist in creating comprehensive financial plans.
Deliver financial plans and retirement cash flow planning with thoughtful observations and additional considerations.
Assist with extra-departmental projects as needed.

Qualifications:

3-6 years of experience in the wealth advisory industry.
Experience working with private, high net-worth clients and institutional clients.
A CFP® designation or progress towards a CFP® designation.
Familiarity with MS Word, Excel, and PowerPoint.
Previous experience with investment custodians, customer relationship management systems, and portfolio reporting systems.
Previous experience with financial planning softwares.

Compensation:

Salary: $90,000 – $120,000, Plus Bonus

The post Private Wealth Advisor appeared first on Landing Point.

Landing Point

New Jobs

Private Wealth Advisor