• Location: Boston MA
• Type: Perm
• Job #23989

Company Overview:
A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients.

Job Responsibilities:

• Serve as the hub of the day-to-day service experience for clients by providing superior client service and problem-solving solutions.
• Support Lead Relationship Managers in preparing and participating in client meetings, as well as handling post-meeting action items.
• Manage the custodial process alongside the Client Service team to assist clients with account creation, transfers, and maintenance.
• Facilitate communication between relevant parties such as tax accountants, attorneys, and insurance contacts.
• Coordinate and execute gifting and charitable activities on behalf of clients.
• Conduct financial planning due diligence, including collecting client data to assist in creating comprehensive financial plans.
• Deliver financial plans and retirement cash flow planning with thoughtful observations and additional considerations.
• Assist with extra-departmental projects as needed.

Qualifications:

• 3-6 years of experience in the wealth advisory industry.
• Experience working with private, high net-worth clients and institutional clients.
• A CFP® designation or progress towards a CFP® designation.
• Familiarity with MS Word, Excel, and PowerPoint.
• Previous experience with investment custodians, customer relationship management systems, and portfolio reporting systems.
• Previous experience with financial planning softwares.

Compensation:
Salary: $90,000 – $120,000, Plus Bonus