Client Advisor (Personal Financial Planning and Tax)
- Employer
- RINET Company, LLC
- Location
- Boston, Massachusetts
- Salary
- Commensurate with experience
- Closing date
- Jun 20, 2021
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- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
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As a Client Advisor, you will serve in a support role to multiple client relationship managers who are responsible for maintaining and growing long-term client relationships. Working in conjunction with the relationship managers, you will be responsible for the following key tasks:
- Prepare/Review net worth and cash flow statements
- Prepare/Review investment and asset allocation reports
- Input/Review trades for specific client account
- Coordinate client money movement needs
- Prepare/Review retirement planning analyses
- Prepare/Review income tax returns as well as estate and income tax projections
- Assist with ad hoc client requests
Qualifications
Our ideal candidate should have the following qualifications:
Background
- Undergraduate degree in accounting or finance
- 4-6 years of relevant work experience
- Tax return preparation experience
- CPA or CFP preferable
- Proficiency in tax software (ProFX / BNA)
Personal Skills
- Ability to prioritize tasks
- Excellent organizational skills with attention to detail and follow-through
- Possess analytical and problem-solving skills
- Excellent communication skills
- Possess excellent listening skills
- Possess a positive, “can-do” attitude at all times
- Ability to accept and incorporate constructive feedback
- Perform role with the highest ethical standards and adheres to firm/industry compliance and regulatory rules/regulations at all times
- Eagerness to learn, accept increased responsibilities, and seek advancement
Compensation
Compensation is competitive and commensurate with experience
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