Job Title:
Investment Advisor
Job Code:
5430AC
Job Category:
Investment Management
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 2 2019
Expires On:
Jan 10 2020
Responsibilities:
Investment Advisor
$55K- $70K, plus bonus


Summary
The Investment Adviser will be responsible for evaluating the financial needs of clients, making
recommendations regarding products and services, and managing client's investment portfolios.
Responsibilities
-Servicing existing clients by maintaining a precise understanding of their investment
objectives as well as the current composition of their portfolio or portfolios to ensure
adherence to their stated portfolio construction requests, and staying abreast of changes
which may affect their investment objectives and subsequent portfolio construction
-Servicing prospective clients by arranging meetings to discuss the firm's product/ service
offerings and how to incorporate these offerings to a portfolio to effectively address stated
client investment objectives
-Maintaining ongoing client communication to address inquiries or discuss new firm
offerings to maintain quality client relationships
-Assisting the Client Service Associates with gathering and preparing material for client
meetings
-Completing ad hoc special projects as assigned
Qualifications:
Qualifications
-Bachelor's Degree
-2- 6 years of related client-service themed experience in the financial services industry
-Displaying superior communication skills with clients, colleagues, and service providers
-Ability to multitask with great attention to detail
Required Years of Experience:
2
Additional Info:
CONTACT: Adam Cordeiro: AdamC@fanning-boston.com | phone: 617-728-4100
Salary Range:
$55,000-70,000
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