What are the responsibilities and job description for the Support Advisor position at O'Brien Wealth Partners LLC?
Support Advisor
Greater Boston Area
Wealth Management Firm seeks a Motivated, Collaborative Support Advisor (January 2025)
O’Brien Wealth Partners LLC is an independent Registered Investment Advisor providing wealth management to high-net-worth individuals and non-profits. We are well-positioned to thrive in a dynamic and growing industry and we place a high value on the success of our people. Relationships are the cornerstone of our success, and we value strong personal interaction with our clients as well as collaboration among our employees. Our culture embraces diversity, inclusion, innovation and sustainability. We are a team of high-performing professionals committed to both the strategic growth of the firm and the career growth of its team members. If you desire to be part of a team that values a work and life balance and enjoys helping people achieve financial security and peace, then we are the firm for you!
We have a unique opportunity for a professional, creative, like-minded Support Advisor to play an integral role in our growing, entrepreneurial firm. As a Support Advisor you will collaborate with the advisor team to deliver comprehensive financial planning and fee only investment management to our clients. You will contribute to the success of the firm by enhancing and deepening relationships with clients by fostering trust and satisfaction. This is a professional position with a career track, mentorship, and the potential future opportunity to buy equity ownership.
Responsibilities
Financial Planning & Investment Management
- Attend client meetings in a technical, supporting and learning role
- Assist in gathering and organizing client data necessary to develop a financial plan
- Prepare a comprehensive financial plan including retirement, insurance, and tax planning
- Perform analysis of client information to produce results sought by advisors
- Prepare and execute trading with supervisor approval
- Upon request, conduct special and routine investment/portfolio or planning research projects
- Coordinate quarterly investment performance reporting including review and client notification
- Manage data integrity in O’Brien’s software stack
- Compose and generate correspondence and client documents, including spreadsheets and reports
- Complete ongoing education in all financial planning and investment areas
Client Service
- Prepare for client meetings and assist with follow-up implementation items
- Assist clients with inquiries/requests or re-direct as appropriate
- Establish, service, monitor and maintain client investment accounts (this includes contributions/distributions, beneficiary designations, and other changes)
- Setup and maintain online access for clients
- Utilize CRM database to track all workflow and client information
Client Management
- May serve as a primary advisor for some assigned clients
- Contribute to firm growth through expanding existing relationships, community visibility and generating referrals
Desired Skills and Experience
- Four‐year undergraduate degree and 2 years of experience working in wealth management
- A desire to put clients first by offering investment advice that is truly in the client’s best interest
- Insatiable curiosity and a high level of interest in and knowledge of key financial, investment and risk management concepts
- CFP® certification or related coursework with the expectation of attainment of the CFP®
- Ability to work independently, establish priorities and manage multiple requests
- Team player, collaborative, able to work with and through others
- Excellent Microsoft Excel, Word and PowerPoint skills, as well as experience with financial planning software and CRM systems
- Warm and friendly personality, comfortable with client interactions
- Eager to roll up your sleeves in a small company environment with a hands‐on culture
- High energy and commitment to professional growth and growing our firm
Compensation & Benefits
- Career track salaried position plus incentive pay
- Hybrid/high-flex work environment
- Company retirement plan and profit sharing
- Paid annual CFP® licensing dues
- Paid vacation and holidays
- Opportunities to attend conferences and other professional development resources
- Modern and flexible office space
- Commuting reimbursement
- Medical and disability insurance contributions