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Ballentine Partners, LLC

Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 80 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial rather than competitive work environment. We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work. We are proud that in 2017 and 2019, Pension & Investments named Ballentine Partners as one of the Best Places to Work in Money Management.

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    • Ballentine Partners, LLC
    • Any Ballentine Location
    • The salary range for this position is $70,000 to $100,000 - commensurate with experience

    This role will be responsible for technical tasks as well as have the opportunity to learn the soft skills necessary for a long term career

    Posted 7 days ago

    View details about Wealth Planning Associate