Role details

Associate Advisor - Wealth Management - Boston

Boston   •  Permanent

Bullet points

  • Multi-Family Office Dealing with Substancial Wealth
  • Great Opportunity to Build Career in Wealth Management

About Our Client

  • My client is a prestigious multi-family office with it's history going back over 100 years. Consistently ranked as a leading wealth management company, they provide personalized advice to a range of wealthy clients.

Job Description

The Associate Client Advisor will be responsible for, but not limited to:

  • Working directly with clients and handling ad hoc requests
  • Prepare financial presentations for clients
  • Propose and implement investment programs based on the client's needs

The Successful Applicant

The ideal candidate will have, but not limited to:

  • Bachelor's degree
  • 1-2 years of experience in the Wealth Management Industry

What's on Offer

  • Base Comp + bonus
  • Benefits Package

Apply for this job

Click the Apply or LinkedIn button below or contact Rob Bourdon quoting job reference 1219839
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