Associate Wealth Advisor

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

Associate Wealth Advisor

Position Summary

Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each clients unique goals and aspirations.

This role offers the opportunity to partner closely with Wealth Advisors to maintain and strengthen client relationships through active participation in the financial planning process. The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across retirement risk management tax estate and investment planning.

We offer a hybrid work model: 3 days per week in-office and 2 days remote or as directed by the team leader.

Primary Responsibilities

Develop revise and present comprehensive financial plans using planning software
Apply knowledge of tax estate and insurance planning concepts
Develop mastery of the firms investment philosophy
Create holistic investment strategies tailored to each client and monitor risk tolerance over time
Develop foundational knowledge of trading and partner with the Portfolio Management team to:
- Approve and execute portfolios
- Implement trade recommendations
- Conduct tax-loss harvesting strategies
Master the firms technology stack including CRM systems and custodian platforms
Collaborate with other Associate Wealth Advisors to share knowledge and best practices
Independently lead client communications and interactions
Diligently document all client communications within the CRM system
Serve as the day-to-day contact for client needs ensuring exceptional service delivery
Conduct client billing reviews and support advisory team compliance efforts
Participate in advisory team business planning and support firm strategic initiatives
Meet with clients in person as needed; limited travel may be required

Qualifications

Bachelors degree required
Series 65 (or equivalent) within 120 days of employment
2 years of financial services experience
Strong interpersonal skills with a collaborative team-oriented mindset
Working knowledge of financial industry products and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4 record

Required Experience:

Associate Wealth AdvisorPosition SummaryOur firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each clients unique goals and aspirations.This role offers the opportunity to partner closely with Wealth Advisors...