Job Title:
Senior Investment Advisor
Job Code:
Job Category:
Investment Management
Job Type:
Job Location:
Boston - MA
Date Posted:
Jun 18 2020
Expires On:
Jul 31 2020
Investment Advisor
$75K- $90K, plus bonus

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.
•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

•Bachelor's Degree

•5- 10 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:
Additional Info:
CONTACT: Adam Cordeiro: | phone: 617-728-4100
Salary Range:


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