Newfound Associates is a Massachusetts based executive search firm specializing in Wealth Management recruitment. We are representing a well-regarded Boston based Registered Investment Advisory firm who is looking to hire an experienced Senior Wealth Advisor.
The Senior Wealth Advisor (SWA) will be assigned immediate responsibility for existing clients and also asked to support the Principals with the firm’s other important relationships. In addition, the Senior Wealth Advisor will assist the CIO/others with investment research/third party manager due diligence and play an active role in the management of client portfolios. The SWA position will involve maintaining client relationships and creating/executing on financial plans/strategies. The ideal candidate is quantitative, tax savvy, and has strong attention to detail with excellent verbal/written communication skills.
Our client seeks candidates with strong technology aptitude and proficiency in planning software such as MoneyGuidePro. Designations such as a CFP, CFA, JD, CPA or MBA are desirable with a minimum of 8–10 years+ of industry experience. The Wealth Advisor must be a team player and will be asked to mentor a Junior Advisor/others.
For additional details, contact Diane McGwin, Managing Principal at firstname.lastname@example.org or 508-643-4170.