• Location: Boston MA
• Type: Perm
• Job #23089

Company Overview:
A family-owned and operated Registered Investment Advisor (RIA) firm, founded in 1985, manages approximately $4.5 billion in assets with a presence in multiple states. They are seeking a Financial Advisor to join their Wealth Management team.

Job Responsibilities:

• Serve as lead advisor to new and existing clients of the firm
• Interview clients to determine their financial status and objectives
• Manage client relationships, providing the highest level of service and support
• Communicate with clients over the phone, via email, and in person at regular review meetings
• Work with clients to develop and maintain financial plans
• Consult with clients about their allocations and investment strategies
• Maintain Investment Policy Statements for client portfolios
• Contact clients periodically to determine any changes in their financial status
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required

Qualifications:

• Bachelor’s degree required, with a concentration in accounting, finance, economics, or related field preferred
• CERTIFIED FINANCIAL PLANNER™ designation preferred but not required
• At least three years of relevant industry experience required
• Strong Microsoft Office skills are required
• Experience with Money Guide Pro or other financial planning software is a plus