Portfolio Manager & Wealth Advisor
- Wellesley, MA
- Permanent
- Full-time
- Manage discretionary investment portfolios tailored to client goals, risk tolerance, and financial circumstances.
- Deliver holistic financial planning advice, including retirement, tax, estate, and insurance strategies.
- Conduct regular portfolio reviews and performance evaluations with clients.
- Serve as the primary relationship manager for assigned clients, ensuring exceptional service and proactive communication.
- Participate in investment committee meetings, contribute to research, and support asset allocation decisions.
- Collaborate with internal and external professionals (e.g., attorneys, CPAs) to coordinate client solutions.
- Support new business development through referrals, networking, and thought leadership.
- 15+ years of experience in portfolio management, financial planning, and client advisory roles.
- Deep understanding of capital markets, asset allocation, and investment selection.
- Proven ability to build and maintain long-term client relationships based on trust, performance, and service.
- Strong communication skills with the ability to simplify complex financial concepts.
- CFA® or CFP® designation strongly preferred;
- Series 65 license required (may be acquired after hire).
- Familiarity with tools such as MoneyGuidePro, Holistiplan, and Black Diamond is desirable.
- A strategic thinker with a passion for markets and a client-first mindset.
- A collaborative team player who thrives in a boutique, high-touch environment.
- A proactive problem-solver who anticipates client needs and delivers tailored solutions.
- A confident communicator who can engage clients, prospects, and colleagues with clarity and empathy.