Associate Wealth Advisor at Beacon Hill Staffing Group, LLC in Waltham, Massachusetts

Job Description:

Associate Wealth Advisor to $80K plus Bonus!



A nationwide wealth management firm is seeking an Associate Wealth Advisor! This individual will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net worth individuals, families, and institutions. The successful candidate will have a Bachelor's degree, one or more years out of the investments industry, excellent interpersonal and communication skills, proficiency in Microsoft Word applications, and an interest in pursuing a career in the industry. Specific responsibilities for this role will include helping advisors gather information about leads/prospects and track in Salesforce, assisting with preparation of meeting presentation materials, documenting meeting follow-up, taking ownership of specific operational related tasks, managing the new client onboarding process, participating in team meetings, responding to routine client requests, and more. This is an amazing opportunity to begin a long-term career with a growing wealth management firm!


Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.


If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/


Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:


Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.


Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.


Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com .


We look forward to working with you.


Beacon Hill. Employing the Future (TM)