Private Wealth Associate

Boston, MA | Direct Hire

Post Date: 06/21/2017 Job ID: 78120 Specialty: Accounting & Finance

A top wealth management company in Boston, MA is seeking a Private Wealth Associate to join their team. As the Private Wealth Associate, you will be working in a client facing role with a team of Financial Advisors. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust and Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects. Apply today!

Responsibilities for the Private Wealth Associate:
  • Partner with Financial Advisors to build their business
  • Provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
  • Partner with team members to accomplish a common goal of providing exceptional service
  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship
  • Interact and network with senior professionals throughout the firm to fuel career success
  • Participate in a comprehensive and robust three-phase training program, spanning approximately three years
Requirements for the Private Wealth Associate:
  • Bachelor’ s degree in business, finance or economics with excellence in academics and strong leadership experience
  • 2 years of industry experience or relevant internships
  • Client-focused with ability to work in a fast paced atmosphere
  • Strong analytical skills
  • Ability to build internal and external relationships
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      

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