Client Associate, Private Wealth- pathway to Advisor position; wealth management firm in Boston

I’m a Senior Recruiter at Fanning. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.

I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Client Associate, Private Wealth, an individual working in this role who aspires to become an Advisor.

This position involves providing comprehensive support to a small team of Senior Advisors by performing an array of duties including client onboarding, maintaining client portfolios including executing trades and monitoring cash flows, performing client reporting, preparing for client reviews/meetings, responding to client inquiries, and assisting with investment research as needed.

One must be licensed (Series, 7, 63, 65, or 66) to be considered a viable candidate for this role

Compensation includes a salary in the $80K- $100K range, depending on experience, plus bonus

If you are interested in pursuing this role, please send your updated resume to

Best,

Adam

Adam Cordeiro

Senior Recruiter

Fanning, a division of Masis Staffing Solutions, LLC