Wealth Management Professional

1 week ago


Watertown, Massachusetts, United States Ballentine Partners Full time
About the Role

Ballentine Partners is a leading independent wealth management firm seeking a highly skilled and experienced Senior Client Advisor to join our team. As a key member of our Family Office Practice, you will be responsible for providing objective investment and financial planning advice to our clients with investable assets above $30 million.

Key Responsibilities
  • Manage client engagements and oversee all aspects of a client family's financial situation in relation to their Ballentine team.
  • Design and implement innovative strategies to help clients achieve their financial goals and objectives.
  • Set client expectations for deliverables and timing, and coach clients through the process of determining their financial legacy goals.
  • Coordinate the activities of multiple client teams and train and mentor other team members.
  • Review clients' financial situations regularly to assess risks and identify opportunities.
  • Achieve high client retention and serve as an ambassador to the firm in business development settings.
  • Explain and document financial plans and strategies for clients, and negotiate contracts as needed.
Requirements
  • Strong credibility and ability to build high-performing teams.
  • Excellent communication and interpersonal skills, with the ability to navigate complex emotional conversations and explain technical concepts in a clear and concise manner.
  • Ability to learn quickly and take initiative, with a proactive approach to problem-solving.
  • Highly organized and detail-oriented, with strong professional standards and judgment.
  • Strong analytical and problem-solving skills, with the ability to juggle multiple tasks and prioritize effectively.
What We Offer

Ballentine Partners offers a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) matching program and generous paid time off. We also offer opportunities for professional development and certification support.

Compensation

The salary for this position starts at $155,000 and is commensurate with experience. Performance bonuses are based on company and personal performance and are paid out annually.



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