Wealth Advisor Associate

Ballentine Partners
Waltham, MA
Category Accounting
Job Description
Wealth Advisor Associate position at Ballentine Partners, a leading independent wealth management firm. The position is located in Waltham or Boston offices and involves supporting senior advisors, organizing client materials, and providing investment and financial planning advice.

Requirements

  • Serve as a critical team member in support of senior advisors working with clients
  • Organize and prepare client ready materials
  • Meet with clients with senior staff and assist with follow up
  • Construct investment policy statements and manage trade plans for client accounts
  • Research investment and financial planning projects as needed
  • Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios
  • Work effectively with external professionals including custodians, trustees, accountants and attorneys
  • Handle day-to-day inquiries
  • Obtain Series 65 license within 6 months of hire

Benefits

  • Dental insurance
  • Vision insurance
  • Short term disability insurance
  • Long term disability insurance
  • Life insurance
  • Medical insurance
  • Vacation time
  • Unlimited personal sick time
  • Paid family sick leave
  • Paid parental leave
  • Sabbaticals
  • Community time off
]]>