Investment Advisor

Charlesbridge • Dedham, MA

14h • Onsite

About The Position

The Investment Advisor is responsible for conducting investment research, manager evaluation, and due diligence. Manage client relationships. Build new client relationships by leveraging internal partnerships and external networks.

Manage client relationships by assessing objectives and risk tolerance, establishing appropriate asset allocations, implementing strategies, and reviewing performance to maintain exceptional client satisfaction and retention. Contribute insights to strategic asset allocation and macroeconomic positioning; identify opportunities and risks across global markets, sectors, and instruments. Conduct portfolio research, manager evaluation, and due diligence. Develop new client relationships by actively engaging internal referral sources and expanding external professional networks. Partner with internal teams—including commercial, residential lending, treasury management, and retail—to generate high quality referrals and support holistic client acquisition. Support growth objectives by contributing to business development strategies, including market outreach, presentations, and prospect engagement. Execute a broad range of client service responsibilities. Support the firm’s strategic objectives through participation in working groups and key projects. Complete all internal Company training as assigned and required. Adhere to the Company’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information. Exhibit the ability and desire to embrace and enhance the Company culture. Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.

Requirements

• Bachelor’s degree required
• Must meet all regulatory licensing requirements, including registration as an investment adviser representative.
• Minimum 4 years of investment experience, including at least 2 years in a client-skilled role.
• Strong knowledge of global markets, economics, and portfolio construction.
• Advanced technical and analytical capabilities.
• Excellent communication and presentation skills.
• Demonstrated ability to collaborate in a team environment.
• Ability to work independently with sound judgment.
• Strong fiduciary mindset and risk management orientation.
• Ability to operate effectively within a highly regulated banking environment.
• Basic knowledge of the banking and financial services industry including federal laws and regulations
• Willingness to gain new knowledge and technical skills.
• Intermediate typing skills to meet the production needs of the position.
• Intermediate math skills: the ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply, and divide into all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percent, including the drafting and interpretation of bar graphs.
• Exceptional verbal, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, read, analyze, and interpret documents and professional journals, understand procedures, write reports, correspondence, and procedures, speak clearly to customers and employees.

Nice To Haves

• Master’s degree preferred.
• CFA, CFP, or similar advanced certification preferred.

Responsibilities

• Manage client relationships by assessing objectives and risk tolerance, establishing appropriate asset allocations, implementing strategies, and reviewing performance to maintain exceptional client satisfaction and retention.
• Contribute insights to strategic asset allocation and macroeconomic positioning; identify opportunities and risks across global markets, sectors, and instruments.
• Conduct portfolio research, manager evaluation, and due diligence.
• Develop new client relationships by actively engaging internal referral sources and expanding external professional networks.
• Partner with internal teams—including commercial, residential lending, treasury management, and retail—to generate high quality referrals and support holistic client acquisition.
• Support growth objectives by contributing to business development strategies, including market outreach, presentations, and prospect engagement.
• Execute a broad range of client service responsibilities.
• Support the firm’s strategic objectives through participation in working groups and key projects.
• Complete all internal Company training as assigned and required.
• Adhere to the Company’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information.
• Exhibit the ability and desire to embrace and enhance the Company culture.
• Participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.

Benefits

• Charlesbridge Advisors, LLC is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, age, marital status, national origin, physical or mental disability, veteran or disability status, gender identity, or expression, citizenship, genetic information, ancestral origin, military status, pregnancy, childbirth, and or conditions relating to pregnancy or any other related medical conditions or any other status protected by Federal, State or local laws.
• We strive to foster a culture where every voice is valued and where employees have a sense of belonging and connection with each other.
• We are dedicated to creating a work environment that understands, supports, and welcomes diverse perspectives and backgrounds.
• Together, we will create an inclusive and culturally competent and supportive environment where employees model behavior that enriches the organization and the communities we support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees