Wealth Advisor Associate

Description

Ballentine Partners, LLC, is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We manage all aspects of their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.

This position is located in our Waltham office, as part of the High Net Worth team. The High Net Worth Practice is a group within Ballentine Partners, focused primarily on clients with investable assets between $4 and $30 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.

Responsibilities include: 

• Serve as a critical team member in support of senior advisors working with clients
• Organize and prepare client ready materials, including client/prospect presentations, eMoney analyses, and performance reports
• Act as a fiduciary at all times internally with colleagues and externally with clients and other outside professionals
• 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
• Other duties as assigned

Requirements

 The right candidate will be someone who has the following skills: 

• Strong client service orientation
• Excellent interpersonal & relationship skills including a positive and collegial attitude
• Strong communication skills, verbal and written 
• High professional standards, judgment, and discretion 
• Works both independently and in a team structure with a diverse group of people
• Juggles and prioritizes a variety of tasks daily
• Ability to learn new things quickly and create task lists from information 
• Highly organized with a very strong attention to detail
• Takes initiative and acts proactively (i.e., anticipates problems, raises suggestions)
• Ability to perform in a fast-paced, knowledge-intensive, and service-oriented environment 
• Strong Excel and computer skills 
• Experience with eMoney is a plus
• Demonstrate movement and commitment to attaining the CFP and/or CFA designations

A Bachelor’s Degree is preferred. Minimum of 1-3 years of experience in a similar role is required. 

Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
 

For more information on our culture please view our Stakeholder Report and our Culture and Values page.

Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $70,000 to $85,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.