Wealth Management Advisor

Website Conley Search Group

We are a multi-sector executive recruiting firm with six search partner offices in North America and Europe.

About The Job

  • Our client is a multi-generational single-family office based in Boston.
  • The next generation is coming of age, and the complexity requires an additional Client Advisor to join the team to support the family.
  • The Client Advisor is expected to evolve into a relationship manager, overseeing a portfolio of clients while collaborating with the client advisory team.
  • This role requires a holistic wealth planner with comprehensive expertise in Trusts and Estates, Financial Planning, Budgets, Income Tax, Investments, and Wealth Transfer strategies.
  • The position demands wisdom and sound personal and business judgment.
  • The office develops asset allocation models but outsources the investment function.

Key Responsibilities:

  • Wealth Planning Guidance: Provide unbiased, customized wealth planning advice based on thorough client discovery and understanding.
  • Client Engagement: Develop and present relevant materials, leading wealth planning discussions compellingly.
  • Financial Planning: Structure and present financial plans simply and conversationally.
  • Client Interaction: Comfortably work with affluent and high-net-worth individuals and families, utilizing experience in financial planning, banking, investments, tax, and wealth transfer strategies.
  • Client Relationship Management
  • Regular Meetings: Engage with clients regularly to understand their immediate, short-term, and long-term needs.
  • Education: Focus on educating clients on wealth strategies and investment topics.
  • Comprehensive Understanding: Address life events such as marriage, prenuptial status, divorces, births, deaths, business, and philanthropic investments.
  • Investment Policy Statements: Collaborate with the team to develop client-specific investment policy statements.
  • Cultural Integration: Embrace, enhance, and promote the firm’s culture.

Qualifications:

  • Experience: four to seven years of experience supporting high-net-worth clients.
  • Client Relationship: Proven track record of maintaining and deepening client relationships.
  • Knowledge Base: Enjoy discussing markets, economy, business strategies, financial planning, wealth creation, and preservation.
  • Skills: Capable administrator with a strong “client service heart.”
  • Personal Attributes: Self-starter, intuitive, capable, and intellectually sharp
  • Quick learner, adaptive, and entrepreneurial
  • Vibrant personality with a dedicated work ethic
  • Creative problem-solving skills
  • Excellent listening skills with the ability to interact appropriately with clients
  • Authentic, decisive, but humble personality
  • Strong analytical and quantitative skills
  • Work Environment: Comfortable working in an unstructured, entrepreneurial environment with limited infrastructure or handholding.
  • Versatility: Willing and able to handle various responsibilities, from menial data entry to sophisticated wealth strategy discussions.
  • Certification: CFP or equivalent is required.
  • The successful candidate will prioritize developing trusted client relationships, demonstrating a commitment to client service and holistic wealth management.
  • Employer-provided
  • Pay range in Boston, MA
  • Exact compensation may vary based on skills, experience, and location.

Base salary: $140,000 – $175,000 a year

To apply for this job please visit www.linkedin.com.