Wealth Manager
Location: Great Barrington, MA; Full-time, in office
Compensation: $110,000 – $130,000, based on experience
We are a Massachusetts-based, fee-only investment advisory practice with the privilege of managing over one billion dollars in client assets. Our wealth management services for families and individuals encompass portfolio management, retirement planning, estate plan coordination, tax analysis and planning, and legacy wealth strategies. As a wholly owned subsidiary of a non-profit educational organization, we embody the principles of economic freedom and security in everything we do, from exceptional client service to the soundness of our investment strategies.
We are excited to announce a new opportunity for an experienced Wealth Manager to join our practice. As a Wealth Manager, you will be responsible for the relationship management and financial planning for an existing book of business. You will partner with a Senior Wealth Manager to learn how we apply financial planning and client service principles while contributing your insights. You will be responsible for developing and retaining client relationships, maintaining and creating financial plans, managing portfolios, and managing general administrative affairs alongside Client Service Associates.
Partnering with the Senior Wealth Manager will eventually enable you to take stewardship of his segment of our business. Coachability, dedication to putting clients’ interests first, and strong knowledge of core financial planning principles are essential. Personal integrity, a keen intellect, and a willingness to learn are critical to success. This position represents a genuine opportunity to contribute, participate, and share in the success of our practice.
As a Wealth Manager, you will be responsible for:
Qualifications for this opportunity include:
We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about this opportunity. We look forward to meeting you!