Wealth Planning Associate

Ballentine Partners•Waltham, MA

3d•Hybrid

About The Position

The Family Office Practice is a group within Ballentine Partners, focused specifically on clients with investable assets above $30 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor. In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels.

Requirements

Can learn new things quickly
Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)
Can take direction from multiple sources and prioritize a variety of tasks daily
Can work both independently and in a team structure with a diverse group of people
Can juggle and prioritize a variety of tasks daily
Is highly organized with a very strong attention to detail
Is comfortable working with senior stakeholders and sophisticated clients
Has high professional standards, judgment, and discretion
Has strong communication skills, verbal and written
Has excellent interpersonal & relationship skills including a positive attitude
A Bachelor’s Degree is required.

Nice To Haves

1 – 3 years of experience in a similar role is preferred.

Responsibilities

Designing and preparing client financial reports and exhibits for client meetings
Collecting, compiling, and evaluating raw data from multiple sources to produce accurate financial summaries
Contributing to strategic thinking on client team by identifying and elevating strategic planning issues and opportunities
Identifying and researching client issues under supervision
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.)
Researching financial planning topics to enhance firm’s knowledge management resources
Other duties as assigned