Role details

This position is now filled

Wealth Management Associate

Boston   •  Permanent

Bullet points

  • Boutique multifamily office in Greater Boston Area growing their lean team
  • Strong mentorship, merit-based career progression, clear growth path

About Our Client

My client is a renowned advisory and wealth management firm in the Greater Boston Area. Their unique team structure creates a highly collegial team environment and their lean size allows for strong mentorship and quick internal growth.

Job Description

The Wealth Management Associate will be responsible for:

  • Designing and preparing client reports and presentations
  • Collecting and analyzing data to create comprehensive financial summaries
  • Identifying and elevating strategic planning issues and opportunities
  • Special analyses and ad hoc projects as necessary

The Successful Applicant

The ideal candidate for the Wealth Management Associate role will meet the following qualifications:

  • Bachelor degree in accounting, finance, mathematics or related field
  • Strong GPA
  • Previous internship or full-time experience (up to 1 year) in an analytical role related to wealth management or financial planning

What's on Offer

  • Competitive base salary
  • bonus potential
  • comprehensive benefits package
  • Clear career path
  • Strong mentorship and merit-based progression