Associate Wealth Advisor 2

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

ASSOCIATE WEALTH ADVISOR

Primary Responsibilities

Financial Planning & Strategy

Develop revise and present comprehensive financial plans using planning software
Create and deliver advanced tax estate and insurance planning strategies
Identify advanced planning opportunities and contribute to internal best practices
Develop mastery of the firms investment philosophy
Create holistic investment strategies tailored to each client
Monitor and evaluate client risk tolerance over time
Lead development and presentation of financial planning recommendations

Portfolio & Investment Support

Develop foundational understanding of trading fundamentals
Partner with the Portfolio Management team to review and execute portfolios
Support trade recommendations rebalancing and tax-loss harvesting
Collaborate on investment implementation and oversight

Client Relationship Management

Serve as day-to-day contact for client needs
Independently lead client communications and meetings
Lead a select number of client relationships
Diligently document client interactions in the CRM system
Complete billing reviews and ensure advisory compliance standards
Meet with clients in person as required (some travel may be necessary)

Technology & Operations

Master the firms technology stack including CRM systems and custodian platforms
Ensure accurate and timely execution of operational processes
Collaborate with other Associate Wealth Advisors and advisory team members

Business Development & Firm Growth

Participate in advisory team business planning initiatives
Support firm strategic priorities
Contribute to business development efforts within a team environment

Qualifications

Bachelors Degree required
Series 65 (or equivalent) obtained within 120 days of employment
4 years of financial services experience
CFP preferred (or equivalent designation such as ChFC or CPA/PFS)
Proven experience in financial analysis modeling and strategic planning
Strong knowledge of investment strategies risk management tax planning and estate planning
Proficiency in financial planning software and CRM systems
Excellent analytical skills and attention to detail
Strong interpersonal skills with ability to explain complex financial concepts clearly
Team-oriented mindset
Clean U4 record

Required Experience:

ASSOCIATE WEALTH ADVISORPrimary ResponsibilitiesFinancial Planning & StrategyDevelop revise and present comprehensive financial plans using planning softwareCreate and deliver advanced tax estate and insurance planning strategiesIdentify advanced planning opportunities and contribute to internal bes...