Financial Advisor

Location
Boston, Massachusetts
Posted
Jul 30, 2020
Closes
Aug 29, 2020
Employment Type
Full Time
Level
Experienced

O’Brien Wealth Partners seeks an Experienced, Motivated, Collaborative Client Advisor

O’Brien Wealth Partners LLC is a boutique, independent Registered Investment Advisor providing wealth management to high net worth individuals and non-profits. Our home offices are based in contemporary office space in Boston’s Back Bay. We view money as a means to an end, and we are passionate about partnering with our clients to help them achieve and define their unique “wealth of life.” We integrate smart, institutional-quality investment strategy, tailored financial planning, and deep relationship building to promote the success of our clients, our team, and our firm.  We are committed to educating and empowering women as individuals, and in their roles in families and couples, to improve their relationships with money. We offer sustainable investment options as well as traditional portfolios for clients who choose to align their investments with their values. Our work environment embraces diversity, inclusion, collaboration, and innovation, and we compete as a team to win.

We have a unique opportunity for a successful, creative, like-minded Advisor to play an integral role in our growing, entrepreneurial firm.

The Advisor will assume primary relationship management (over time) for existing client relationships and, with the support of our Associate Advisors will:

  • Proactively and frequently connect with clients to build trust and advance relationships
  • Lead client meetings on topics including portfolio reviews and all aspects of financial planning
  • Play a key role in firm growth by sourcing and executing on new client opportunities
  • Contribute to the firm’s investment excellence as an active, participating member of the Investment Committee
  • Informally mentor and potentially formally manage more junior team members
  • Add to firm strategy by raising and implementing best practices
  • Create written content, such as blog posts, in areas of subject matter expertise
  • Seek opportunities to promote the visibility of the firm through events, speaking engagements, and community involvement 

What we will commit to you:

  • Career growth including potential equity ownership and a partnership career track
  • Professional growth through formal educational tools and certifications
  • A collegial and supportive yet flexible entrepreneurial work environment
  • A competitive compensation and benefits package
  • The ability to craft your own career path as the company grows and our industry evolves

We have been working remotely during these unusual times and we would anticipate that at least the initial rounds of the interview process would be virtual.  Please submit a letter along with your C.V. letting us know why you think you’re a good fit for our firm.



What you must offer us:

  • 10-15+ years of experience in direct client wealth management
  • Four?year undergraduate degree; advanced degree preferred
  • CFP® certification
  • CIMA® certification or willingness to obtain CIMA®
  • Outgoing, optimistic and engaging personality, with an eagerness to challenge the status quo while working effectively both individually and as a team
  • Willingness to roll up your sleeves to get things done in a small company with a hands?on culture
  • High energy and commitment to professional growth and growing our firm

 

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