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Associate Wealth Advisor

1 month ago

Wellesley, United States New England Private Wealth Advisors, LLC Full time

New England Private Wealth Advisors, LLC is a large, established RIA with current assets in excess of $2.5 billion under management. Our wealth management firm has a growing base of fee-only HNW clients who we serve on a continuous basis. We nurture relationships by working closely with clients and guiding them through their financial lives. We pride ourselves on our team-oriented environment, collaborative approach and high-touch client service capabilities. While we are based in New England, we serve clients across the United States.


We are seeking a motivated, passionate professional with exceptional people and communication skills to join our financial planning and investment advisory team. The ideal candidate for this position wants to be part of a successful, tight-knit wealth management team and is dedicated to continuing development of their financial planning and investment management skills. Commitment to being a fiduciary and providing the highest standard of client care are essential.

 

The Associate Wealth Advisor will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Primary responsibilities include:


  • Preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks.
  • Leveraging internal and external technologies to generate reports and other deliverables for both client-facing and back-office needs.
  • Working closely to support senior advisor with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks.

 

Desired Skills and Experience

A successful candidate will be hard working, detail oriented, highly organized and a problem solver with strong communication skills. Proficiency with Microsoft Office and the ability to adapt to new technology and procedures are crucial. The candidate should enjoy working in a team environment but also must be self-motivated and able to work independently. Highest degree of professionalism, integrity and honesty required. A good work ethic, sense of humor and positive attitude are essential. 

 

The candidate should have a four-year degree and 1-3 years of relevant experience is preferred. You must have reliable transportation as there is no public transportation near our office.

 

PLEASE SUBMIT RESUME AND SALARY REQUIREMENTS TO RECRUITING@NEPWEALTH.COM