Job Title:
Senior Wealth Advisor, HNW Division
Job Code:
5369AC
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 2 2019
Expires On:
Jan 10 2020
Responsibilities:
An RIA located outside of Boston is seeking a Senior Wealth Advisor to join their
HNW team, a team which provides comprehensive service to clients with
investable assets in the $3M- $20M range.

The Senior Wealth Advisor will perform the following tasks:
-Manage client relationships and their investment portfolios
-Work with clients to identify their investment objectives and subsequently
develop a financial plan to achieve these objectives
-Dispense advice in areas including estate and wealth transfer planning and tax
planning
-Oversee the process of onboarding new clients
-Prepare and present periodic client reviews
-Contribute to the continued growth of the firm by earning referrals from
clients and advisors
Qualifications:
The Senior Wealth Advisor will possesses the following qualifications:
-Bachelor's Degree
-CFP, or progress towards CFP designation is preferred
-5-10 years of relevant industry experience
-Strong interpersonal and communication skills
Required Years of Experience:
5
Additional Info:
CONTACT: Adam Cordeiro: AdamC@fanning-boston.com | phone: 617-728-4100
Salary Range:
90K-120K
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