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Position Description:
The senior wealth manager will be primarily responsible managing wealth management relationships for high net worth clients. The individual will initiate and close business leads, and will be instrumental in the business development efforts of the firm via networking with centers of influences, clients and others. The senior wealth manager must possess a good work ethic and have a high degree of integrity and ethical standards. Ideally, he or she enjoys working in a team environment but is also able to work independently. He or she should be highly organized and able to meet deadlines. Occasionally, this position will require traveling regionally to prospect and client meetings.
Qualifications:
Candidate must have a bachelor’s degree as well as a Certified Financial Planner™ designation. Additionally, 10 or more years of experience are required. Strong written, computer, verbal and math skills are essential. The candidate must be comfortable presenting and discussing complex financial and estate planning issues with colleagues and clients.
Licenses and Designations:
- Certified Financial Planner™ designation
About Back Bay Financial Group:
Back Bay Financial Group is located in the heart of Boston’s dynamic Back Bay district, conveniently located near the Orange and Green subway lines, commuter rail station and major bus routes. We offer a supportive, team-oriented environment where all employees are focused on client service and satisfaction. The firm’s principals and staff are very active in the National Association of Personal Financial Advisors and the Financial Planning Association as well as other financial and estate planning organizations. We actively support the continuing education requirements of our employees.
Back Bay Financial Group offers medical, dental, long-term disability, life insurance, 401k retirement plan, a flexible spending plan, tuition reimbursement and a bonus plan. Additionally we offer a generous vacation and holiday program.
Interested parties should forward their resume with salary history to Human Resources at Back Bay Financial Group, 745 Boylston Street, Suite 503, Boston, MA 02116, fax: 617-247-0098 or to jobs@backbayfinancial.com. NO PHONE CALLS PLEASE
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