Senior Wealth Management Consultant

2 months ago


Waltham, Massachusetts, United States The Ladders Full time

Position: Wealth Management Professional

Company: The Ladders

The Ladders is a prominent independent financial advisory firm committed to delivering outstanding financial guidance to clients globally. We are on the lookout for enthusiastic professionals to enhance our organization.

  • Oversee client interactions and manage all facets of their financial matters
  • Craft and execute creative strategies to assist clients in reaching their financial objectives
  • Guide clients in defining their financial legacy aspirations
  • Work collaboratively with various client teams and provide mentorship to team members
  • Regularly evaluate and review clients' financial circumstances
  • Drive firm expansion through proactive business development initiatives
  • Clarify and document financial strategies and services for clients

Requirements:

  • Excellent communication and interpersonal abilities
  • Capability to operate autonomously as well as within a team environment
  • Highly organized with a keen eye for detail
  • Bachelor's Degree with CFP, CFA, or CPA designation preferred
  • 2 - 5 years of relevant experience in a comparable position preferred

Benefits: The Ladders provides a comprehensive benefits package that includes health insurance, paid time off, and support for professional certifications and ongoing education.

If you are a committed professional eager to contribute to a collaborative and supportive environment, we welcome your application. The Ladders is an Equal Opportunity Employer.



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