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Details
  • 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

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