Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Palm Beach Gardens, Florida and Wolfeboro, 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 Waltham office, as part of the 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 grow a practice within a highly successful firm. If you have strong technical investment and financial planning skills and exceptional emotional intelligence, we would like to speak with you.
Responsibilities for the Senior Wealth Advisor will include:
Client Engagement and Portfolio Management
Manage client relationships and their investment portfolios
Coach clients through the process of determining their financial goals
Help clients develop financial plans and provide advice regarding estate and wealth transfer planning, tax planning, and executive compensation plans
Oversee onboarding of new clients
Direct trades to ensure compliance with the Investment Policy Statements
Prepare and present periodic client reviews
Establish positive, collaborative relationships with clients’ external advisors
Team Management: Contribute to the leadership of the group through active participation and mentoring of the team. Participate in and contribute to group strategy discussions.
Business Development: Serve as an ambassador to the firm in business development settings; contribute to the growth of the firm by earning referrals from clients and advisors.
Maintain compliance with all company policies and regulatory policies at the highest standards.
The ideal candidate will have a minimum of 10 years relevant experience, plus:
Bachelor's degree, or higher
CFP credentials preferred
Excellent interpersonal, communication and presentation skills
Able to work independently
Has skills and experience in managing teams
Has skills in problem analysis and resolution at both strategic and tactical levels
Experience achieving a high level of client satisfaction
A desire to be part of an entrepreneurial and growing team, and participate in strategic initiatives
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.