Position: Wealth Manager
Experienced relationship manager to serve our individual clients. A Certified Financial Planner is preferred. No research requirements, but must bring a partial book of business.
Requirements:
- 8-27 years of wealth/investment management experience implementing investment strategy and asset allocation for high net worth clientele ($2-$25 million)
- Desire to implement Firm’s investment strategy and asset allocation using mostly individual stocks and bonds and a few high-quality ETFs
- Excellent interpersonal skills, coming across as mature, caring and inspiring confidence
- Track record of closing business, as well as thriving in a collaborative team based culture
- Comfortable focusing on client relationships, portfolio construction, holistic wealth planning and asset allocation and not research or due diligence
- Desire to spend 50% of the first year in business development as clients are assigned to you
- Series 65 or willingness to attain
Other Preferred Skills:
- Track record of sourcing business through COI’s and referrals
- CFP is ideal, CFA is not required
- Top tier schooling
- Local to Boston or relocating to the area
Compensation:
Commensurate with experience. BFM also provides a competitive benefits package including a 401(k) plan.
Resumes should be sent to Mike Brown at [email protected]
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Boston Financial Management, LLC also takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.