Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 85 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial rather than competitive work environment.
This position is located in our Boston area office, on our High Net Worth team. The High Net Worth Practice is a group within Ballentine Partners, focused specifically on clients with investable assets between $3 and $20 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.
This is a fantastic opportunity for an experienced professional interested in helping manage a fast growing team within a highly successful firm. If you have strong technical investment skills and exceptional emotional intelligence, we would like to speak with you.
Responsibilities for the Wealth Advisor will include:
Assist with new business presentations, client on-boarding and subsequent associated responsibilities
Manage a growing list of clients and their investment portfolios, with increasing responsibility for direct interaction commensurate with experience
Direct interaction with clients to discuss investment strategy and financial planning topics
Prepare and present periodic client reviews
Contribute to the leadership of the group by mentoring of Wealth Advisor Associates
Manage portfolios and execute trades to ensure compliance with Investment Policy Statements
Maintain performance composites
Maintain compliance with all company policies and regulatory policies at the highest standards
Handle day-to-day inquiries
Other duties as assigned
The ideal candidate will have a minimum of 6 years relevant experience, plus:
Bachelor's degree, or higher
Demonstrate movement and commitment to attaining the CFP designation
Experience providing investment advice to clients with proven results of high client satisfaction and client growth
Strong knowledge of investments, portfolio management and financial planning
Broad understanding of multiple asset classes and securities markets
Ability to interface with clients with all knowledge levels and provide investment advice involving complex situations
Problem analysis and resolution at both a strategic and functional level
Strong math skills
Strong client orientation
Excellent interpersonal and communication skills including presentation skills
Ability to work independently
About Ballentine Partners, LLC
Ballentine Partners, LLC, is a globally-recognized wealth management and investment advisory firm.
We specialize in financial planning and wealth management for individuals with substantial wealth and incomes. We serve as our clients' personal financial advocate. We provide comprehensive, objective advice and do not sell insurance or investment products. Our only source of income is fees paid to us by our clients.
Our mission is to help our clients develop a comprehensive, integrated approach to managing their financial lives and making the best use of their financial resources.
We offer a competitive wage and benefit package. Please submit resumes and cover letters to firstname.lastname@example.org. We are an equal opportunity employer.
For more details on our firm, please visit our website at www.ballentinepartners.com.