Role details

Wealth Planning Associate

Boston   •   USD50,000 - USD55,000   •  Permanent

Bullet points

  • Greater Boston Boutique adsisory firm working with HNW families
  • Great culture and competitive comp seeking entry level assocaite candidate

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 Wealth Management Associate with be responsible for:

  • Designing and preparing client financial reports and exhibits for client meetings
  • Collecting, compiling, and analyzing raw data from multiple sources to produce accurate financial summaries
  • Identifying and elevating strategic planning issues and opportunities as well as identifying and researching client issues under supervision of team leader
  • Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.)
  • Researching financial planning topics to enhance firm's knowledge management resources

The Successful Applicant

The successful candidate will have:

  • Strong math, computer, and analytical skills.
  • Highly organized, attentive to details, and able to handle multiple projects simultaneously.
  • Able to work independently and on teams, and will demonstrate initiative in becoming familiar with client needs and advancing their technical financial planning knowledge and skills.
  • Internship - 1 year of working experience in financial planning/wealth management
  • A bachelor's degree in accounting, finance, mathematics or related field is strongly preferred.

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 1209193
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