What are the responsibilities and job description for the Private Wealth Advisor position at Baystate Financial?
Vector Private Wealth
Company Description
Vector Private Wealth Management LLC is a private wealth management firm founded in 2016 and located in Boston, Massachusetts. "Value Through Scale" A simple proposition: better quality at a lower cost. By leveraging the economies of flexible on-demand deployment within a deep network of resources and a disciplined focus on the client, we can offer a superior suite of services at a lower TCO relative to do-it-yourself or restrictive narrow-scope product. As a result, we deliver an ideal synthesis model: advanced wealth optimization at a lower cost.
https://vectorpwm.com/why-vector/
Role Description
This is a full-time hybrid role for a Private Wealth Advisor at Vector Private Wealth Management LLC. The Private Wealth Advisor will be responsible for financial planning, business relationship management, estate planning, and investments. The role is located in Boston, MA 3 days a week, with some work from home flexibility.
Qualifications
- Financial Planning and Certified Financial Planner skills
- Business Relationship Management expertise
- Estate Planning knowledge
- Experience in Investments
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work independently and in a team
- Bachelor's degree in Finance, Economics, or related field
- Willingness to obtain Series 7
- CFP Certified Financial Planner is a plus
WORK AUTHORIZATION REQUIREMENTS:
US work authorization is required
Contact Information:
Ashley Harris aharris@baystatefinancial.com
