Wealth Advisor Associate

Ballentine Partners • Boston, MA

1d • $75,000 - $105,000

About The Position

This position is located in our Waltham or Boston offices, as part of the High Net Worth team. The High Net Worth Practice is a group within Ballentine Partners, focused primarily on clients with investable assets between $4 and $30 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.

Requirements

• Strong client service orientation
• Excellent interpersonal & relationship skills including a positive and collegial attitude
• Strong communication skills, verbal and written
• High professional standards, judgment, and discretion
• Works both independently and in a team structure with a diverse group of people
• Juggles and prioritizes a variety of tasks daily
• Ability to learn new things quickly and create task lists from information
• Highly organized with a very strong attention to detail
• Takes initiative and acts proactively (i.e., anticipates problems, raises suggestions)
• Ability to perform in a fast-paced, knowledge-intensive, and service-oriented environment
• Strong Excel and computer skills
• A Bachelor’s Degree is preferred.
• Minimum of 1-3 years of experience in a similar role is required.

Nice To Haves

• Experience with eMoney is a plus
• Demonstrate movement and commitment to attaining the CFP and/or CFA designations

Responsibilities

• Serve as a critical team member in support of senior advisors working with clients
• Organize and prepare client ready materials, including client/prospect presentations, eMoney analyses, and performance reports
• Act as a fiduciary at all times internally with colleagues and externally with clients and other outside professionals
• Meet with clients with senior staff and assist with follow up
• Construct investment policy statements and manage trade plans for client accounts
• Research investment and financial planning projects as needed
• Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios
• Work effectively with external professionals including custodians, trustees, accountants and attorneys
• Handle day-to-day inquiries
• Obtain Series 65 license within 6 months of hire
• Other duties as assigned

Benefits

• Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance.
• We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more.
• We have a corporate matching program as well as support certifications and continuing education for our team members.
• Ballentine is a family friendly and flexible work environment.
• Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
• Ballentine Partners compensation is made up of a base salary and performance bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level