| Wealth Planning Associate – Boston Suburbs based $1B+ Multi-Family Office | |
| Location: Boston, MA (Suburbs) |
 Global Multi Family Office in the Boston area has an opportunity for a career oriented Wealth Planning Associate to grow with them. Their proprietary training program, is self paced, without anyone looking over your shoulder. The polished fast track professional will hit the ground running, and be prepared for a high profile career of learning and personal growth. Immediate impact designing and preparing client financial reports and exhibits for client meetings, while collecting, compiling, and analyzing raw data from multiple sources to produce accurate financial summaries.
Contribute to strategic thinking on client team by identifying and elevating strategic planning issues and opportunities. Identify and research client issues under supervision of team leader. Handle special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.) Critically research financial planning topics to enhance firm’s knowledge management resources. High impact position. |
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