Landing Point
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Private Wealth Advisor
role at
Landing Point 4 days ago Be among the first 25 applicants Join to apply for the
Private Wealth Advisor
role at
Landing Point Get AI-powered advice on this job and more exclusive features. Company Overview:
A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients. Company Overview:
A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients.
Job Responsibilities:
Serve as the hub of the day-to-day service experience for clients by providing superior client service and problem-solving solutions. Support Lead Relationship Managers in preparing and participating in client meetings, as well as handling post-meeting action items. Manage the custodial process alongside the Client Service team to assist clients with account creation, transfers, and maintenance. Facilitate communication between relevant parties such as tax accountants, attorneys, and insurance contacts. Coordinate and execute gifting and charitable activities on behalf of clients. Conduct financial planning due diligence, including collecting client data to assist in creating comprehensive financial plans. Deliver financial plans and retirement cash flow planning with thoughtful observations and additional considerations. Assist with extra-departmental projects as needed.
Qualifications:
3-6 years of experience in the wealth advisory industry. Experience working with private, high net-worth clients and institutional clients. A CFP designation or progress towards a CFP designation. Familiarity with MS Word, Excel, and PowerPoint. Previous experience with investment custodians, customer relationship management systems, and portfolio reporting systems. Previous experience with financial planning softwares.
Compensation:
Salary:
$90,000 – $120,000, Plus Bonus
The post Private Wealth Advisor appeared first on Landing Point. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Private Wealth Advisor” roles.
Greater Boston $80,000.00-$130,000.00 2 months ago Boston, MA $70,000.00-$75,000.00 2 days ago Marblehead, MA $70,000.00-$90,000.00 18 hours ago Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Boston, MA $90,000.00-$100,000.00 2 weeks ago Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Asset & Wealth Management RICS - Manager
Boston, MA $99,000.00-$266,000.00 2 weeks ago Braintree, MA $130,000.00-$200,000.00 1 day ago Greater Boston $50,000.00-$100,000.00 4 weeks ago Boston, MA $100,000.00-$225,000.00 4 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Private Wealth Advisor
role at
Landing Point 4 days ago Be among the first 25 applicants Join to apply for the
Private Wealth Advisor
role at
Landing Point Get AI-powered advice on this job and more exclusive features. Company Overview:
A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients. Company Overview:
A fast-growing wealth management firm is seeking to add a Private Wealth Advisor to their team. This role is based in Boston and involves providing comprehensive wealth and investment management solutions to high net worth clients.
Job Responsibilities:
Serve as the hub of the day-to-day service experience for clients by providing superior client service and problem-solving solutions. Support Lead Relationship Managers in preparing and participating in client meetings, as well as handling post-meeting action items. Manage the custodial process alongside the Client Service team to assist clients with account creation, transfers, and maintenance. Facilitate communication between relevant parties such as tax accountants, attorneys, and insurance contacts. Coordinate and execute gifting and charitable activities on behalf of clients. Conduct financial planning due diligence, including collecting client data to assist in creating comprehensive financial plans. Deliver financial plans and retirement cash flow planning with thoughtful observations and additional considerations. Assist with extra-departmental projects as needed.
Qualifications:
3-6 years of experience in the wealth advisory industry. Experience working with private, high net-worth clients and institutional clients. A CFP designation or progress towards a CFP designation. Familiarity with MS Word, Excel, and PowerPoint. Previous experience with investment custodians, customer relationship management systems, and portfolio reporting systems. Previous experience with financial planning softwares.
Compensation:
Salary:
$90,000 – $120,000, Plus Bonus
The post Private Wealth Advisor appeared first on Landing Point. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Private Wealth Advisor” roles.
Greater Boston $80,000.00-$130,000.00 2 months ago Boston, MA $70,000.00-$75,000.00 2 days ago Marblehead, MA $70,000.00-$90,000.00 18 hours ago Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Boston, MA $90,000.00-$100,000.00 2 weeks ago Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Asset & Wealth Management RICS - Manager
Boston, MA $99,000.00-$266,000.00 2 weeks ago Braintree, MA $130,000.00-$200,000.00 1 day ago Greater Boston $50,000.00-$100,000.00 4 weeks ago Boston, MA $100,000.00-$225,000.00 4 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr