Client Associate, Private Wealth

5 days ago

Boston, United States Fanning Personnel Full time

Client Associate, Private Wealth- pathway to Advisor position; wealth management firm in Boston


I’m a Senior Recruiter at Fanning. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.


I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Client Associate, Private Wealth. This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client accounts via monitoring and executing portfolio transactions, performing client reporting, preparing for client reviews/meetings, responding to client inquiries, and the like.


In addition to the duties associated with this role, the allure of this position includes the firm which places a real emphasis on the continued career growth of its employees.


While not an absolute prerequisite, an individual who is licensed (Series, 7, 63, 65, or 66) would be a preferred candidate profile for this opening.


Compensation includes a base salary in the $80K- $100K range, depending on experience, plus bonus


If you are interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com


Best,

Adam


Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC

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