WEALTH STRATEGEIST
Sudbury, MA
ABOUT OUR FIRM:
Boston 128, founded in 1985, is an invitation only, private wealth management firm providing deeply personal attention and white-glove service to individuals and families.
OUR VISION STATEMENT:
To provide an unparalleled experience whereby those whom we serve consider us an extension of their family.
JOB CALLING:
The Wealth Strategist will oversee select Boston 128 Companies’ clients. By managing and servicing select households, you will be supporting the President & CEO and will act as a direct extension of him. It is expected you will always act in a fiduciary manner on behalf of those whom we serve. Furthermore, as an integral member of our team, you will demonstrate grace under pressure, a positive attitude and the ability to handle a heavy workload. As a premiere client-facing role, you must be comfortable interacting with clients, and have the ability to communicate concepts and address needs in a thoughtful and consultative manner.
You will be assigned select Boston 128 clients, whereby you will be responsible for the day-to-day oversight, management and operational aspect of the financial relationship. This entails:
·Leading proactive and reactive strategic conversations
·Drafting communications/appropriately and compliantly documenting all conversations
·Processing account paperwork, trades, strategy changes, beneficiary updates, etc.
Relationships and retention of all households is paramount. You will be responsible for making recommendations/implementing strategies to select clients by designing customized financial plans via our firm’s proprietary DRIVE Process. You will need to have the ability to effectively collaborate with all members of the Boston 128 team.
REPORTS TO:
Director of Operations
BENEFITS:
·Competitive salary
·Unlimited PTO
·Health Insurance
·401(k) plan with up to 4% employer match
REQUIREMENTS:
·College BS/BA degree
·Minimum 3 years of experience as a financial advisor
·In-depth knowledge of financial products including: mutual funds, annuities, variable universal life
·Problem solver
·Creative
·Emotionally intelligent
·Flexible and adaptable
·Strong priority setting and time management skills
·Detail-oriented
·Excellent relationship management skills
·Ability to communicate with the highest level of industry professionals and clientele – with excellent writing and oral communication skills
·Series 7, and 66 licenses required along with Mass Life and Health
·Confident
·Integrity and trust
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