Fortis Management Group LLC
Job Description
We are a growing multi-family office providing highly personalized financial planning and family office services to a select group of ultra-high-net-worth families. Our mission is to simplify complexity, preserve generational wealth, and help families achieve long-term financial peace of mind. We are seeking a
Wealth Planning Associate
to support our advisors in delivering high-quality financial planning solutions across multiple client families. This is a
non-investment role
focused solely on planning, coordination, and administration of personal financial affairs. We maintain a professional, family-oriented, and team-first environment comprised of professionals with varying expertise. Fortis does not sell products or provide investment advice, creating a solid foundation for our role as an unbiased advocate for our clients. Based in Waltham, MA, we offer a full benefits package including a generous paid time off policy and a hybrid remote work option to target the best talent. Role & Responsibilities
Fortis Wealth Planners support Senior Client Advisors and interact with other internal team members, clients, and external advisors. The role is a team-oriented position focused on ensuring accuracy, completeness, and timeliness of client deliverables, identifying planning opportunities, and implementing client decisions. Responsibilities include but are not limited to: Working with our internal Operations Team to organize and prepare client materials, including consolidated financial statements, cash flow analysis, consolidated investment reports, and other ad-hoc analytical reports. Possessing an aptitude and desire to learn planning disciplines such as estate and gift planning, charitable giving, cash flow/budgeting, income tax, family governance, and risk management. Overseeing and efficiently addressing routine client matters such as bill payment, tax filings, investment documentation, cash management, administrative tasks. Communicating proactively with outside investment advisors, tax preparers, estate planning attorneys, and insurance agents. Assisting with preparation for client meetings, attending, and assisting with follow-up. Coordinating bank and investment account documentation, including private investment subscriptions and activity. Monitoring cash flows, significant asset transfers, and notable changes in the client's net worth. Researching financial planning projects. Coordinating client accounting activities with Fortis’ operations team. Supporting the wealth planning and financial reporting teams with client-specific projects and deliverables. A Successful Candidate Will Exhibit:
Strong critical thinking skills and attention to detail. Sound ethical judgment and moral integrity. Initiative and ability to proactively identify planning opportunities. Professional verbal and written communication skills. A service-minded approach with clients, internal team members, and external advisors. Ability to work independently with little direction. Ability to collaborate within a diverse team structure and the confidence to challenge colleagues and clients in the appropriate manner. Eagerness to learn new concepts and adapt to changes. Ability to perform in a fast-paced and knowledge-intensive environment. Advanced knowledge of Excel and experience with general ledger and database applications. Requirements:
Associate-level candidates require a minimum of 1 year of full-time family office experience, either directly or indirectly with a single or multi-family office. A CPA or CFP designation is desired but not required. Additional Information:
Schedule:
Full-time, Monday – Friday 8:30 – 5:30. Opportunity for hybrid schedule. Work Environment:
Hybrid work environment available with a minimum of one day in the office. Benefits:
Full benefits package offered with 100% Paid Health Insurance, Retirement plans, Unlimited Paid Time Off. We are an equal opportunities employer and welcome applications from all qualified candidates.
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We are a growing multi-family office providing highly personalized financial planning and family office services to a select group of ultra-high-net-worth families. Our mission is to simplify complexity, preserve generational wealth, and help families achieve long-term financial peace of mind. We are seeking a
Wealth Planning Associate
to support our advisors in delivering high-quality financial planning solutions across multiple client families. This is a
non-investment role
focused solely on planning, coordination, and administration of personal financial affairs. We maintain a professional, family-oriented, and team-first environment comprised of professionals with varying expertise. Fortis does not sell products or provide investment advice, creating a solid foundation for our role as an unbiased advocate for our clients. Based in Waltham, MA, we offer a full benefits package including a generous paid time off policy and a hybrid remote work option to target the best talent. Role & Responsibilities
Fortis Wealth Planners support Senior Client Advisors and interact with other internal team members, clients, and external advisors. The role is a team-oriented position focused on ensuring accuracy, completeness, and timeliness of client deliverables, identifying planning opportunities, and implementing client decisions. Responsibilities include but are not limited to: Working with our internal Operations Team to organize and prepare client materials, including consolidated financial statements, cash flow analysis, consolidated investment reports, and other ad-hoc analytical reports. Possessing an aptitude and desire to learn planning disciplines such as estate and gift planning, charitable giving, cash flow/budgeting, income tax, family governance, and risk management. Overseeing and efficiently addressing routine client matters such as bill payment, tax filings, investment documentation, cash management, administrative tasks. Communicating proactively with outside investment advisors, tax preparers, estate planning attorneys, and insurance agents. Assisting with preparation for client meetings, attending, and assisting with follow-up. Coordinating bank and investment account documentation, including private investment subscriptions and activity. Monitoring cash flows, significant asset transfers, and notable changes in the client's net worth. Researching financial planning projects. Coordinating client accounting activities with Fortis’ operations team. Supporting the wealth planning and financial reporting teams with client-specific projects and deliverables. A Successful Candidate Will Exhibit:
Strong critical thinking skills and attention to detail. Sound ethical judgment and moral integrity. Initiative and ability to proactively identify planning opportunities. Professional verbal and written communication skills. A service-minded approach with clients, internal team members, and external advisors. Ability to work independently with little direction. Ability to collaborate within a diverse team structure and the confidence to challenge colleagues and clients in the appropriate manner. Eagerness to learn new concepts and adapt to changes. Ability to perform in a fast-paced and knowledge-intensive environment. Advanced knowledge of Excel and experience with general ledger and database applications. Requirements:
Associate-level candidates require a minimum of 1 year of full-time family office experience, either directly or indirectly with a single or multi-family office. A CPA or CFP designation is desired but not required. Additional Information:
Schedule:
Full-time, Monday – Friday 8:30 – 5:30. Opportunity for hybrid schedule. Work Environment:
Hybrid work environment available with a minimum of one day in the office. Benefits:
Full benefits package offered with 100% Paid Health Insurance, Retirement plans, Unlimited Paid Time Off. We are an equal opportunities employer and welcome applications from all qualified candidates.
#J-18808-Ljbffr