Newfound Associates is a Massachusetts based executive search firm specializing in Wealth Management recruitment. Today we are networking with you regarding a Client Advisor & Trust Supervisor role at a well-regarded Boston based Registered Investment Advisory firm. This RIA has been in existence for many years and utilizes a well-developed, fee-only financial planning approach for its HNW clients. The success and growth of the practice has been based on consistently providing holistic solutions to maintain and grow the wealth of individuals and their families.
The position that we are recruiting for is multi-faceted. The successful candidate will have the experience to support the President’s client needs as well as the client needs for others at the firm. In addition, the Client Advisor will have their own immediate, direct client responsibility for other firm relationships. A third component of this position is accountable for supervising the process related to family trust relationships which includes project management of the operation’s staff for quarterly income/tax payments and the preparation of the annual accounting report to the beneficiaries. The ideal candidate will have strong quantitative skills, attention to detail and a solid financial planning background. Audit experience is desirable. The CFP is required and other preferred designations include the CPA or JD with a minimum of 7–10 years+ of industry experience. Our client seeks candidates with strong technology aptitude and proficiency in planning software such as MoneyGuidePro, and eMoney or other programs using Monte Carlo simulation.
If you or anyone in your network is interested in learning more about this excellent opportunity, please contact Diane McGwin at email@example.com or 508-643-4170.