Wealth Planner - Associate and Senior Associate Levels

Job Description

Job Description

Wealth Planner

Associate and Senior Associate Levels

Company Description

Our client is a multi‐family office providing independent, fee‐only wealth management services to ultra‐high net worth individuals. They essentially act as the CFO for their multi‐generational client families, delivering highly personalized, holistic advice and support. Their goal is to serve their clients with thoughtfulness, integrity and a singular emphasis on achieving each familys unique goals and objectives.

They maintain a professional, family oriented, and team first environment comprised of professionals with varying expertise. They do not sell products or provide investment advice, creating a solid foundation for their role as an unbiased advocate for their clients. Based in Waltham, MA, they offer a full benefits package including a generous paid time off policy and a hybrid remote work option to target the best talent. Their team is passionate about what they do, and they take great pride in their connected company culture.

Role & Responsibilities

Their Wealth Planners support Senior Client Advisors and interact with other internal team members, clients, and external advisors. The role is a team-oriented position focused on ensuring accuracy, completeness, and timeliness of client deliverables, identifying planning opportunities and implementing client decisions.

Responsibilities include but are not limited to:

• Working with our internal Operations Team to organize and prepare client materials, including consolidated financial statements, cash flow analysis, consolidated investment reports and other ad hoc analytical reports.

• Possessing an aptitude and desire to learn planning disciplines such as estate and gift planning, charitable giving, cash flow/budgeting, income tax, family governance, and risk management

• Overseeing and efficiently addressing routine client matters such as bill payment, tax filings, investment documentation, cash management, administrative

• Communicating proactively with outside investment advisors, tax preparers, estate planning attorneys, and insurance agents

• Assisting with preparation for client meetings, attending and assisting with follow-up

• Coordinating bank and investment account documentation including private investment subscriptions and activity.

Monitoring cash flows, significant asset transfers and notable changes in the client net worth

Research financial planning projects

Coordinating client accounting activities with the operations team

Supporting the wealth planning and financial reporting teams with client specific projects and deliverables

A Successful Candidate Will Exhibit:

• Strong critical thinking skills and attention to detail
• Sound ethical judgment and moral integrity
• Initiative and ability to proactively identify planning opportunities
• Professional verbal and written communication skills
• A service‐minded approach with clients, internal team members and external advisors
• Ability to work independently with little direction
• Ability to collaborate within a diverse team structure and the confidence to challenge colleagues and clients in the appropriate manner
• Eagerness to learn new concepts and adapt to changes
• Ability to perform in a fast‐paced and knowledge‐intensive environment
• Advanced knowledge of Excel and experience with general ledger and database applications.

IMPORTANT: Associate level candidates require a minimum of 1 year, full-time, family office experience, either directly or indirectly with a single of multi-family office; Senior Associate applicants require additional experience. A CPA or CFP designation is desired but not required. Other advanced degrees or related financial professional designations are beneficial.

Additional Information:

Schedule: Full time, Monday Friday 8:30 5:30. Opportunity for hybrid schedule.

Work Environment: Hybrid work environment available with a minimum of one day in the office.

Benefits: Full benefits package offered with 100% Paid Health Insurance, Retirement plans, Unlimited Paid Time Off.