FINANCIAL ADVISOR
A greater Boston RIA is seeking qualified candidates for a long-term,career trajectory Financial Advisor that will have a direct and meaningful impact on the company's growth.
RESPONSIBILITIES:
Support Senior Financial Advisors on @ 100 client families regarding all aspects of relationship management, financial planning, and investment management
Assist Senior Financial Advisors with business development efforts
Develop a deep understanding of client's portfolio construction and risk management
Communicate with all account managers regarding client service issues
Administrative functions for all assigned clients including onboarding, account opening, fund movements, scheduling, and CRM management
REQUIREMENTS:
Minimum two years of financial services experience
CFP required, CFA a plus
Experience with financial technologies including RedTail, Orion, eMoney – preferred
Competence in Microsoft Office Applications
Four year college degree (Bachelors in Finance, Business or Economics.
