Job Title:
Investment Advisor Associate
Job Code:
5460AC
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 19 2019
Expires On:
Feb 7 2020
Responsibilities:
Investment Advisor Assistant

A 55-person, $6B RIA located in Boston is seeking an Investment Advisor Associate. This individual will
provide support to the firm's Investment Advisors. The Investment Advisors support HNW clients, as
well as families and foundations.
This is a TREMENDOUS opportunity to learn and grow at a top RIA in Boston !!

Responsibilities
-Perform investment portfolio account maintenance; execute and monitor trading and transactions,
asset transfers, etc.
-Address portfolio inquiries, discrepancies and/or requests for information via interaction with
multiple parties including advisors, custodians, and clients
-Create materials for current and prospective client meetings
-Collaborate with multiple departments to complete ad hoc project work
Qualifications:
Qualifications
-Bachelor's degree
-1-2 years of relevant experience at a wealth management firm; A recent college graduate who
completed an internship(s) at a wealth management firm
-A candidate offering his/her Series 65 or 66 license is preferred, but not a prerequisite
-Excellent written and verbal communication skills, and a keen attention to detail
Required Years of Experience:
1
Additional Info:
CONTACT: Adam Cordeiro: AdamC@fanning-boston.com | phone: 617-728-4100 | fax: 617-728-4115
Salary Range:
$55,000
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