Senior Associate Wealth Advisor 1424

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 5 days ago

Vacancies: 1 Vacancy

Job Summary

SENIOR ASSOCIATE WEALTH ADVISOR

Position Summary

This firm is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric team dedicated to creating personalized wealth advice based on each of our unique clients goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process. Responsibilities include creating and implementing strategies in retirement risk management tax estate and investment planning.

Our firm provides team members the flexibility to work a hybrid schedule. Our hybrid model requires 3 days in the office per week while giving team members the option to work remotely 2 days per week or as assigned by their team leader.

Key Responsibilities

Create edit and present financial plans through planning software

Lead the development of financial planning recommendations to clients

Identify advanced planning opportunities and develop internal best practices

Ability to model and resolve complex financial questions and client situations

Serve as primary advisor for a select number of clients

Manage individual and team prospect pipeline including the onboarding of new clients

Ability to develop business independently and in a team environment

Develops a mastery of the firms investment philosophy

Mastery of technology stack offered including CRM system and custodian websites

Create a holistic investment strategy for each client monitor risk tolerance over time as needed

Ability to independently lead daily client communications and interactions

Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios trade recommendations tax loss harvestingetc.

Diligent recording of client communication and information within client relationship platform

Resource and collaboration with other Associate Wealth Advisors (AWAs)

Complete client billing reviews and ensure compliance for the advisory team

Engage in advisory team business planning efforts and actively support the firms strategic priorities

Independently interact and communicate with clients through emails calls and client presentations

The ability to meet with clients in person. Some travel may be required

Qualifications and Experience

Bachelors Degree

5 years of financial service experience

CFP or equivalent (ChFC or CPA PFS) required

Proven experience in financial analysis modeling and strategic planning

Strong understanding of investment strategies risk management tax planning andestate planning

Excellent analytical skills and attention to detail

Strong interpersonal skills: with the ability to explain complex financial concepts toclients

Team-orientated approach

Knowledge ofthe financial industry financial products and financial planning concepts

Experience in managing prospect pipelines and onboarding new clients

Business development skillset

Clean U4

Required Experience:

Senior IC

SENIOR ASSOCIATE WEALTH ADVISORPosition SummaryThis firm is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric team dedicated to creating personalized wealth advice based on each of our uniqu...