Wealth Advisor Associate
Masis Professional Group, Boston, MA, United States
A well-established RIA located in Boston is seeking to add to their robust team.
The Associate will support a small team of Relationship Managers delivering comprehensive investment advisory services and financial guidance to clients.
Support Senior RM's with investment strategy based on the clients financial needs
Identify, outline and achieve long-term investment goals
Assist with financial planning, client meetings, and presentations
Series 65 required within 3 months
CFP or Progress towards the CFP a plus
2+ years of client facing, wealth management and financial planning experience
Experience with financial planning software, Salesforce, Emoney
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The Associate will support a small team of Relationship Managers delivering comprehensive investment advisory services and financial guidance to clients.
Support Senior RM's with investment strategy based on the clients financial needs
Identify, outline and achieve long-term investment goals
Assist with financial planning, client meetings, and presentations
Series 65 required within 3 months
CFP or Progress towards the CFP a plus
2+ years of client facing, wealth management and financial planning experience
Experience with financial planning software, Salesforce, Emoney
#J-18808-Ljbffr