Our client is a multi-generational single-family office based in Boston. The next generation is coming of age, and the complexity requires an additional Client Advisor to join the team to support the family. The Client Advisor is expected to evolve into a relationship manager, overseeing a portfolio of clients while collaborating with the client advisory team. This role requires a holistic wealth planner with comprehensive expertise in Trusts and Estates, Financial Planning, Budgets, Income Tax, Investments, and Wealth Transfer strategies. The position demands wisdom and sound personal and business judgment. The office develops asset allocation models but outsources the investment function.

Key Responsibilities

• Wealth Planning Guidance: Provide unbiased, customized wealth planning advice based on thorough client discovery and understanding.
• Client Engagement: Develop and present relevant materials, leading wealth planning discussions compellingly.
• Financial Planning: Structure and present financial plans simply and conversationally.
• Client Interaction: Comfortably work with affluent and high-net-worth individuals and families, utilizing experience in financial planning, banking, investments, tax, and wealth transfer strategies.

Client Relationship Management

• Regular Meetings: Engage with clients regularly to understand their immediate, short-term, and long-term needs.
• Education: Focus on educating clients on wealth strategies and investment topics.
• Comprehensive Understanding: Address life events such as marriage, prenuptial status, divorces, births, deaths, business, and philanthropic investments.
• Investment Policy Statements: Collaborate with the team to develop client-specific investment policy statements.
• Cultural Integration: Embrace, enhance, and promote the firm’s culture.

Qualifications

• Experience: four to seven years of experience supporting high-net-worth clients.
• Client Relationship: Proven track record of maintaining and deepening client relationships.
• Knowledge Base: Enjoy discussing markets, economy, business strategies, financial planning, wealth creation, and preservation.
• Skills: Capable administrator with a strong “client service heart.”
• Personal Attributes: Self-starter, intuitive, capable, and intellectually sharp
• Quick learner, adaptive, and entrepreneurial
• Vibrant personality with a dedicated work ethic
• Creative problem-solving skills
• Excellent listening skills with the ability to interact appropriately with clients
• Authentic, decisive, but humble personality
• Strong analytical and quantitative skills
• Work Environment: Comfortable working in an unstructured, entrepreneurial environment with limited infrastructure or handholding.
• Versatility: Willing and able to handle various responsibilities, from menial data entry to sophisticated wealth strategy discussions.
• Certification: CFP or equivalent is required.

The successful candidate will prioritize developing trusted client relationships, demonstrating a commitment to client service and holistic wealth management.