Wealth Advisor/ Senior Wealth Advisor opening; West of Boston
As a Senior Recruiter, I assist my client companies, investment/ asset/ wealth management firms/ family offices which support a private wealth and 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 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 West of Boston, is seeking a Wealth Advisor/ Senior Wealth Advisor. This individual will work closely with the firm’s Partners to perform an array of duties including gaining an understanding of client investment objectives and utilizing this information to create customized financial plans (HNW/ UHNW individual and family client roster), including tax and estate planning, preparing materials for/ attending periodic client portfolio reviews, performing asset allocation adjustments as deemed necessary, addressing daily portfolio inquiries, and the like.
This role is a FANTASTIC opportunity for an individual who offers 4-10 years of experience performing the duties described above
Compensation includes a base salary in the $125K- $185K range, DOE, plus bonus
Hybrid work schedule; 3 days per week in office
Fanning, a division of Masis Staffing Solutions, LLC
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