Senior Wealth Advisor opening located at an RIA in the South Shore

I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.

I’m writing to inform you that one of my client companies, an RIA located in the South Shore which services a HNW individual and family client base, is seeking a Senior Wealth Advisor. This individual will be tasked with performing an array of duties including gathering and maintaining a continual understanding of client investment objectives, utilizing this information to create customized financial plans, leading periodic portfolio reviews, addressing daily inquiries and the like. Someone who today, for example, can talk a client off the ledge among this significant market turmoil; to explain to them how their portfolio was constructed to withstand dips in the market, things of that nature.

This role is a FANTASTIC opportunity for an individual who offers 7+ years of experience performing the tasks described above (the CFP certification is not a prerequisite to be considered a strong candidate for this role) and has a real passion for servicing clients and the market.

Compensation includes a base salary in the $140K- $185K range, depending on experience, plus bonus

If you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com

Best,

Adam

Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC

Masis Professional Group

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Senior Wealth Advisor