Wealth Advisor/ Senior Wealth Advisor- Boston

I’m a Senior Recruiter at Fanning- Masis. I assist my client companies, investment/ asset/ wealth management firms located in and around Boston that serve a private wealth and/or institutional client base, with their candidate recruitment process. This scenario has enabled me to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which serves a HNW/ UHNW individual and family client base, is seeking a Wealth Advisor; an individual to perform an array of tasks including collaborating with client Advisors/ Consultants while creating customized financial plans (including tax, estate planning and charitable gift giving), liquidity analysis, addressing portfolio inquiries, portfolio reporting, and the like.

This role is a FANTASTIC opportunity for an individual who offers 4+ years of experience performing the tasks described above

Compensation includes a base salary in the $125K- $175K range, depending on experience, plus bonus