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Lead Advisor · 20 hours ago

Private Wealth Analyst

Boston, MA

Full-time

Onsite

Entry, Mid Level

$90K/yr - $130K/yr

1+ years exp

Lead Advisor, LLC is a wealth management consulting and search firm. In this role, you will have direct client contact, playing a critical role impacting the financial success of the firm's sophisticated clients.

ConsultingHuman ResourcesWealth Management

Hiring Manager

Michael P. Connaughton, CFP®, CLU®, ChFC®

Responsibilities

Leverage your interpersonal skills to contribute to a successful and growing business

Act as key point of contact for ultra-high net worth clients while working closely with firm advisors and teammates to ensure an exceptional client experience

Introduce clients to the firm's offerings including client reporting, digital capabilities and banking services

Oversee asset movements, portfolio implementations and leverage your understanding of estate planning and tax concepts

Execute, process and reconcile trading and other investment related transactions

Qualification

Client serviceFinancial industry experienceSeries 65 licenseCFP certificationCommunication skillsAttention to detailOrganizational skillsInterpersonal skillsSelf-motivatedWork under pressure

Required

Bachelor's Degree Required

Commitment to excellence and a high level of integrity

Self-motivated and able to work in an autonomous, yet highly collaborative environment

Meticulous attention to detail is a must

Strong verbal and written communication skills, as well as strong organizational and interpersonal skills

Ability to work in a fast-paced environment and think clearly under pressure

Strong interest in client service

Employees are required to be fully licensed investment advisors with an active Series 65; or SIE, Series 7 and 63; or an active Professional Designation: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Investment Consultant (CIC) or Personal Financial Specialist (PFS)