Client Advisor Jobs

(Hybrid)

A well-established and growing investment and wealth management firm, located in Boston, is searching for a Client Advisor to join their team! This person will be part of the client relationship team and will be working with and serving the financial and investment needs of clients, such as, ultra-high net worth families, family offices, and institutional investors. If you’re interested, please keep reading!

Responsibilities:

• Monitoring portfolios against asset allocation targets
• Working with accountants and estate planners
• Assisting a senior team member to implement and maintain clients' investment and strategic planning plans
• Overseeing the account opening and administration of client portfolios
• Preparing client meeting presentations
• Confirming trading and other investment activity

Qualifications:

• Excellent organizational, prioritization, and time management skills
• Bachelor’s Degree in Finance, Economics, or other related discipline
• Must be willing to work on a hybrid schedule (3 days a week in the office)
• Analytical with a strong attention to detail; Problem-solve effectively
• Strong proficiency in Microsoft Word, Excel, PowerPoint and Outlook applications
• 0-3 years of relevant professional or internship experience in an investment, wealth management, estate planning, or tax/accounting environment, with a preference for ultra-high net worth client service experience

This is a full-time opportunity that is offering a competitive base salary plus bonus potential! If you’re interested, please submit your resume directly to Hali Siegel at [email protected].