Descripci\u00f3n completa del puesto
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
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\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
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This position is located in our Waltham office, 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
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Las responsabilidades incluyen:<\/p>\n
Prepare and present periodic client reviews
Direct interaction with clients to discuss investment strategy and financial planning topics
Manage portfolios and execute trades to ensure compliance with Investment Policy Statements
Generate performance reports
Manage a growing list of clients and their investment portfolios, with increasing responsibility for direct interaction commensurate with experience
Assist with new business presentations, client on-boarding and subsequent associated responsibilities
Contribute to the leadership of the group by mentoring of Wealth Advisor Associates
Maintain compliance with all company policies and regulatory policies at the highest standards
Handle day-to-day inquiries
Other duties as assigned
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El candidato adecuado ser\u00e1 alguien que tenga las siguientes aptitudes:<\/p>\n
Demonstrate movement and commitment to attaining the CFP designation
Experience providing investment advice to clients with proven results of high client satisfaction and client growth
Strong knowledge of investments, portfolio management and financial planning
Broad understanding of multiple asset classes and securities markets
Ability to interface with clients with all knowledge levels and provide investment advice involving complex situations
Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)
Can work both independently and in a team structure with a diverse group of people
Can juggle and prioritize a variety of tasks daily
Is highly organized with a very strong attention to detail
Has strong communication skills, verbal and written
Has excellent interpersonal & relationship skills including a positive and collegial attitude
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A Bachelor\u2019s Degree or higher is preferred. Approximately 5 years of experience in a similar role is required.<\/p>\n
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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 Values page.<\/p>\n
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Ballentine Partners compensation is made up of a base salary and performance bonus. The salary for this position is $100,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.<\/p>\n
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To apply please visit our career site here<\/p>\n
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Patrocinamos a los solicitantes de visados de trabajo.<\/p>\n
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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>\n
El rango salarial para este puesto es:
100,000 – 100,000 USD per year(Boston)
100,000 – 100,000 USD per year(Waltham)<\/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=7773b803db800d33&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-14050","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\/14050","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=14050"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/job-types?post=14050"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}