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Senior Associate Wealth Advisor
3 months ago
A great place to work.
Careers At Lake Street Advisors Group LLC
Current job opportunities are posted here as they become available.
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We are looking for a self-motivated problem solver and experienced Senior Associate Wealth Advisor to join our growing multi-family wealth management firm.
You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options, generate exhibits and statements, advise clients, and manage implementation of client decisions in conjunction with the Wealth Advisor.
Externally, you will partner with leading investment, tax, and legal firms to deliver a customized plan tailored to meet each client's unique objectives.
At Lake Street, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.
For more information about Lake Street Advisors, visit .Responsibilities
The essential duties of the Senior Associate Wealth Advisor include, and are not limited to, planning, coordination,
and execution in the following areas:
Prepare supplemental reporting and review and categorize client cash activity. Use reports to identify issues and opportunities for the clients
Cash, debt, and expense forecasting and management
Estate, gift, and charitable strategies and reporting
Family governance
Insurance strategy and execution
Loans – advise on and track loans and tax implications
Real Estate – assist in purchases and sales, review and advise on ownership strategies, analyze and help implement leverage (via mortgages or HELOCs) if desired
Stock/Other Executive Compensation – track and coordinate options exercises, restricted stock plans, and concentrated stock sales/gifts/transfers
Tax strategy and execution
Partner with other internal teams to ensure that client strategies and a high level of service are executed
Desired Skills and Experience
Strong analytical, organizational and time management skills
Excellent interpersonal and communication skills, both written and verbal
Detail-oriented with a focus on delivering optimal client service
Ability and desire to continue to learn and develop
Ability to spot inefficiencies (internal or external) and work with the team on process improvements
Minimum 4 years prior experience in wealth management, tax management and/or financial planning role, ideally for the benefit of high-net-worth individuals and families
Demonstrated aptitude for financial planning disciplines including income taxes, investments, insurance, and trusts and estates
Bachelor's degree in business/finance or a related field is required
Financial planning education in the form of CFP
and/or MSFP required
Series 65 is a requirement of the job and is financially supported, as needed, by the firm
Proficiency in MS Office with a demonstrated aptitude for mathematics and Excel spreadsheets
is necessary, experience with Salesforce a plus
Participate in client meetings, as necessary, with possible travel (estimated 20%)
Company Description
Lake Street Advisors has been serving high-wealth entrepreneurs and executives since 2003.
With a focus on exceptional service and bottom line results, Lake Street's team of experienced advisors integrate holistic financial advice with investment management to offer personalized wealth management services that align with their clients' goals at every stage of life.
Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.
We offer a professional, entrepreneurial and dynamic work environment with competitive employee salaries.Our comprehensive benefit package currently includes 401(k) with employer matching, health and dental insurance with employer contributions, health savings and flexible spending accounts, employer-paid life insurance and short/long term disability, a professional development program, and employer-paid time off.
No recruiters please at this time.____________
Lake Street Advisors is an equal opportunity employer.
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