Wealth Advisor

Ballentine Partners

Waltham, MA, United States
Base: $100,000; bonus/equity: performance bonuses ...
On-site
Investment advice to clients
Portfolio management and trades
Client relationship management
Ballentine Partners is seeking a Wealth Advisor for their Waltham, MA office, focusing on clients with investable assets between $4 and $30 million. The ideal candidate should possess strong investment knowledge, client relationship skills, and be committed to attaining the CFP designation

Job Summary

  • Ballentine Partners is a leading independent wealth management firm focused on simplifying complex financial lives and aligning wealth impact with client goals.
  • Responsibilities include preparing client reviews, managing portfolios, executing trades, mentoring associates, and maintaining compliance with company and regulatory policies.
  • The firm offers comprehensive benefits fully paid by the company, a collaborative and family-friendly culture, and a compensation package including base salary and performance bonuses.

Matching Summary

Match Score: 85

Ballentine Partners is seeking a Wealth Advisor for their Waltham, MA office, focusing on clients with investable assets between $4 and $30 million. The ideal candidate should possess strong investment knowledge, client relationship skills, and be committed to attaining the CFP designation.

Salary

Base: $100,000; Bonus/Equity: Performance bonuses paid annually; Benefits: Dental, vision, disability, life insurance, medical cost sharing, extensive time off, corporate matching, education support

Skills & Requirements

Must-have

  • investment advice to clients
  • portfolio management and trades
  • client relationship management
  • compliance with regulatory policies
  • mentoring Wealth Advisor Associates

Nice-to-have

  • collaborative team environment
  • strong communication skills
  • high attention to detail
  • initiative and proactive problem solving
  • positive and collegial attitude

Key Requirements

  • Approximately 5 years of experience
  • Movement and commitment to CFP designation
  • Bachelor’s Degree or higher preferred
  • Work visa sponsorship available

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter