Role details

Investment Advisor Associate

Boston   •  Permanent

Bullet points

  • Greater Boston Boutique adsisory firm working with HNW families
  • Seeking candidate for a career in investment and porfolio management

About Our Client

Our client is a globally-recognized wealth management and investment advisory firm working with High Net Worth families. With 3 offices and over 40 employees in the Greater Boston location, the company provides the right candidate potential to grow into a significant leadership role.

Job Description

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

  • Construct and execute trade plans for client accounts
  • Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios
  • Work efficiently across the wealth management team
  • Prepare client materials, handle day-to-day inquiries, and research investment and financial planning projects, among others

The Successful Applicant

The ideal candidate will posses the following characteristics:

  • Solid understanding of investments and portfolio management
  • Full-time experience in an analytical role (2+ years)
  • Detail oriented who is able to work independently as well as in a team setting
  • Bachelor degree in accounting, finance, mathematics, quantitative science, or related field
  • Strong GPA
  • Currently pursuing or interested in the CFA or CFP

What's on Offer

  • Competitive base + bonus potential
  • Comprehensive benefit package
  • Strong internal growth potential

Apply for this job

Click the Apply or LinkedIn button below or contact Rob Bourdon quoting job reference 1209186
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