|Investment Advisor Associate ($1B+ Family Office)|
Boston, MA (Suburbs)
|Fast track career opportunity with a globally-recognized wealth management and investment advisory firm, that is known for training and grooming their Associates for Executive Level leadership. Continued growth has created demand for this coveted position in the High Net Worth Group. An integral part of the team you will construct and execute trade plans for client accounts, monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios. Active in the preparation for prospect and client presentations, including performance reports and prospect/client presentations. Handle day-to-day inquiries, and actively participate in the Investment Group. Research investment and financial planning projects as needed and meet with clients and senior staff and assist with follow up.
For our proprietary self paced training program we target detail oriented individuals with a solid working knowledge of investments and portfolio management that are committed to personal and professional growth and development. We believe in a lifetime of education and growth and encourage our valued employees to pursue advanced designations such as the CFA and CFP. Excellent comp package and true career opportunity.
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