What are the responsibilities and job description for the Associate Wealth Advisor position at New England Private Wealth Advisors, LLC?
New England Private Wealth Advisors, LLC is a well-established Registered Investment Advisor (RIA) managing over $2.9 billion in assets as of 12/31/2024. We provide comprehensive wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients nationwide. Our firm fosters a team-oriented, client-focused environment with a commitment to fiduciary excellence and personalized financial planning.
We are seeking a motivated, detail-oriented professional with strong communication skills and a passion for wealth management to join our successful, tight-knit team. The ideal candidate values teamwork, continuous learning, and delivering the highest standard of client care.
Key Responsibilities:
The Associate Wealth Advisor will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Primary responsibilities include:
- Preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks.
- Leveraging internal and external technologies to generate reports and other deliverables for both client-facing and back-office needs.
- Working closely to support senior advisors with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks.
Qualifications:
- Bachelor’s degree and minimum 1-3 years of relevant financial services experience required.
- CFP® certification or CFP® candidacy strongly preferred.
- Exceptional organizational, problem-solving, and communication skills.
- Proficiency in Microsoft Office and adaptability to new technologies.
- Ability to work both independently and collaboratively in a team environment.
- Professionalism, integrity, and a client-first mindset are essential.
- Must be willing to work onsite in our Wellesley, MA office. This position is not hybrid or remote.
- Reliable transportation required (no public transit available).
How to Apply:
Please submit your resume and salary requirements to RECRUITING@NEPWEALTH.COM.