Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
We are helping our client in Westborough, hire an Associate Private Wealth Advisor. Their full‐service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax‐efficient savings strategies, estate planning, risk management, and retirement planning.
Associate Private Wealth Advisor Job Duties:
- Partner with one of our Private Wealth Advisors and attend all client meetings to provide support
- Complete diligent notes during client meetings and on the fly research
- Schedule all existing client meetings
- Coordinate and execute all client service and follow‐up and delegate tasks to service & planning departments
- Collect all relevant information from clients in advance of review meetings and ensure all presentations are prepared by the service & planning teams
- Use data gathered to create financial plans, analyses and recommendations for advisors to present to clients
- Work with an advisor to adjust inputs and planning strategy as needed
- Drive research and make recommendations for complex planning cases and unique scenarios
- Be proficient in using our CRM (Client Relationship Management) system
- Confirm client investment trades via verbal confirmation
- Maintain client confidence and trust through zero defect work and professional, timely communications
- Support Private Wealth Advisor in pursuing new sales and referral opportunities
- Initiative and an ownership mentality
- Strong written and verbal communication skills
- Familiarity with personal financial planning topics and concepts, investments, and insurance
The Associate Private Wealth Advisor role will be a great fit for someone who:
- Is exacting and expects/ strives for perfection
- Seeks a role requiring ownership and a high degree of responsibility
- Enjoys a fast‐paced role with many moving pieces to keep track of and manage
- Is a self‐starter who goes above and beyond and is not comfortable leaving tasks incomplete or partially finished
- Wants to be part of a driven team and fast‐paced, high‐performance environment
- Desires a role with the ability to develop strong expertise, serve clients and provide best‐in‐ class support within a high performance team
- Has a positive, upbeat, and can do attitude
Qualifications:
- Bachelor's degree required
- Able to be in Westborough office 5x a week
- Have SIE, Series 7 and 66 licensing through FINRA (or obtain within 9 months of employment)
- Have Massachusetts Life and Health Insurance license (or obtain within 3 months of employment)
- Pursuit of Certified Financial Planner (CFP®) designation is highly preferred.
- Strong mathematical and analytical orientation
- A high level of proficiency and comfort in Excel
- Meticulous detail orientation (requires proofing of language and numerical work to produce client‐ ready materials)
- Procedural work habits / exceptional organization (ability to keep track of many moving pieces and details across dozens of clients)
- Strong work ethic/desire to get the job done right
Salary: 60-90k base
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.
Job Type: Full-time
Pay: $60,000.00 - $90,000.00 per year
Benefits:
Weekly schedule:
Work setting:
Ability to Relocate:
- Westborough, MA: Relocate before starting work (Required)
Work Location: In person