Descripci\u00f3n completa del puesto<\/p>\n
Ballentine Partners es una firma independiente l\u00edder en gesti\u00f3n de patrimonios con sede en el \u00e1rea de Boston, oficinas adicionales en Florida y New Hampshire y clientes en todo el mundo. Las familias de nuestros clientes conf\u00edan en nosotros como su asesor de mayor confianza. Trabajamos duro para ayudarles a simplificar sus complejas vidas financieras y garantizar que el impacto de su patrimonio est\u00e9 alineado con sus objetivos. Creemos que un equilibrio saludable entre el trabajo y la vida personal es esencial para el \u00e9xito, y nuestra filosof\u00eda de compensaci\u00f3n y estructura de equipo fomentan un entorno de trabajo colegiado. Somos realmente un equipo; creemos los unos en los otros y nos apoyamos mutuamente mientras trabajamos por un objetivo com\u00fan. Buscamos personas apasionadas, atentas, curiosas, innovadoras y colaboradoras para unirse a nuestra empresa.<\/p>\n
\u00bfNo est\u00e1 seguro de cumplir 100% de nuestros requisitos? No hay problema. Si cree que puede sobresalir en este puesto, le animamos a que presente su candidatura y nos gustar\u00eda tener la oportunidad de revisar su historial. Nos esforzamos por crear una plantilla con una gran variedad de habilidades, experiencias laborales y formaci\u00f3n.<\/p>\n
This position is located in our Waltham or Boston offices, as part of the High Net Worth team. The High Net Worth Practice is a group within Ballentine Partners, focused primarily on clients with investable assets between $4 and $30 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.<\/p>\n
–<\/p>\n
Las responsabilidades incluyen:<\/p>\n
Serve as a critical team member in support of senior advisors working with clients
Organize and prepare client ready materials, including client\/prospect presentations, eMoney analyses, and performance reports
Act as a fiduciary at all times internally with colleagues and externally with clients and other outside professionals
Meet with clients with senior staff and assist with follow up
Construct investment policy statements and manage trade plans for client accounts
Research investment and financial planning projects as needed
Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios
Work effectively with external professionals including custodians, trustees, accountants and attorneys
Handle day-to-day inquiries
Obtain Series 65 license within 6 months of hire
Other duties as assigned<\/p>\n
El candidato adecuado ser\u00e1 alguien que tenga las siguientes aptitudes:<\/p>\n
Strong client service orientation
Excellent interpersonal & relationship skills including a positive and collegial attitude
Strong communication skills, verbal and written
High professional standards, judgment, and discretion
Works both independently and in a team structure with a diverse group of people
Juggles and prioritizes a variety of tasks daily
Ability to learn new things quickly and create task lists from information
Highly organized with a very strong attention to detail
Takes initiative and acts proactively (i.e., anticipates problems, raises suggestions)
Ability to perform in a fast-paced, knowledge-intensive, and service-oriented environment
Strong Excel and computer skills
Experience with eMoney is a plus
Demonstrate movement and commitment to attaining the CFP and\/or CFA designations<\/p>\n
A Bachelor\u2019s Degree is preferred. Minimum of 1-3 years of experience in a similar role is required.<\/p>\n
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.<\/p>\n
For more information on our culture please view our Stakeholder Report and our Culture and Values page.<\/p>\n
Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $75,000 to $105,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.<\/p>\n
To apply please visit our career site here.<\/p>\n
Patrocinamos a los solicitantes de visados de trabajo.<\/p>\n
Ballentine Partners is an Equal Opportunity Employer and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.<\/p>","protected":false},"author":10,"featured_media":0,"template":"","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"pmpro_default_level":"","_promoted":"","_job_location":"Massachusetts","_application":"https:\/\/www.indeed.com\/viewjob?jk=0777013081a886db&tk=1jinmq2mb21ml00b&from=serp&vjs=3","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":"","_joinchat":[]},"job-types":[396],"class_list":{"0":"post-13881","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"pmpro-has-access","7":"job-type-visa-sponsorship"},"_links":{"self":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/job-listings\/13881","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/users\/10"}],"wp:attachment":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/media?parent=13881"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/job-types?post=13881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}