Wealth Management Advisor

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Riverview Capital Advisers, LLC Riverview is seeking a Private Wealth Advisor to join the wealth management team. You will meet and develop client relationships with ultra-high net worth individuals as you and the wealth management team work to create customized wealth management plans for individuals, families, and businesses. This is an opportunity for someone to join a growing firm and continue to develop the skills as a wealth adviser with exposure to investment management, estate planning, tax planning, retirement planning, and all aspects of managing wealth for affluent families. Responsibilities Collaborate with the wealth management team on financial projections, balance sheets, income statements, and other presentation materials Develop comprehensive wealth management strategies for individuals and families Meet with prospective clients and develop customized financial goals Proactively work with associates to problem solve client situations and add value to the relationship Assist in analysis of estate planning, tax planning, insurance needs, cash flow projection Collect, organize, and manage personal and financial client information Qualifications Bachelor’s degree in finance or similar with 3 - 5 years of relevant experience Obtained or working towards an advanced planning degree with a focus on wealth management (CFP, CPWA, CPA, etc.) Series 65 or ability to obtain within 6 months Strong financial and analytical skills, advanced Excel Proven ability to build relationships Ability to identify, meet and follow through with client needs and requests Self-starter, problem solver and goal oriented Ability to multitask, prioritize, and deliver on a timely basis Able to work independently Well organized with strong attention to detail Understanding of equity and fixed income markets Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Finance and Sales Referrals increase your chances of interviewing at Riverview Capital Advisers, LLC by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.

Entry Level Wealth Manager - NYC and Boston

Greater Boston $80,000.00-$130,000.00 3 months ago Waltham, MA $75,000.00-$125,000.00 3 days ago Wealth Management Advisor (Training Provided)

Boston, MA $90,000.00-$100,000.00 1 month ago Greater Boston $50,000.00-$100,000.00 1 month ago Boston, MA $90,000.00-$120,000.00 2 days ago Boston, MA $100,000.00-$130,000.00 6 days ago Asset & Wealth Management Regulated Investment Company (RICS) - Manager

Boston, MA $99,000.00-$266,000.00 3 weeks ago Boston, MA $31,500.00-$125,000.00 2 weeks ago Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager

Boston, MA $124,000.00-$335,000.00 3 weeks ago Boston, MA $50,000.00-$350,000.00 2 weeks ago Wellesley, MA $85,000.00-$105,000.00 1 day ago Boston, MA $70,000.00-$100,000.00 22 hours ago Needham, MA $120,000.00-$130,000.00 15 hours 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