Descri\u00e7\u00e3o completa do trabalho<\/p>\n
A Ballentine Partners \u00e9 uma empresa independente l\u00edder em gest\u00e3o de patrim\u00f4nio com sede na regi\u00e3o de Boston, com escrit\u00f3rios adicionais na Fl\u00f3rida e em New Hampshire e clientes em todo o mundo. As fam\u00edlias de nossos clientes confiam em n\u00f3s para sermos seus consultores mais confi\u00e1veis. Trabalhamos arduamente para ajud\u00e1-los a simplificar suas vidas financeiras complexas e garantir que o impacto de seu patrim\u00f4nio esteja alinhado com suas metas. Acreditamos que um equil\u00edbrio saud\u00e1vel entre vida pessoal e profissional \u00e9 essencial para o sucesso, e nossa filosofia de remunera\u00e7\u00e3o e estrutura de equipe promovem um ambiente de trabalho colegiado. Somos realmente uma equipe; acreditamos uns nos outros e nos apoiamos mutuamente enquanto trabalhamos para atingir um objetivo comum. Estamos procurando pessoas apaixonadas, atenciosas, curiosas, inovadoras e colaborativas para se juntarem \u00e0 nossa empresa.<\/p>\n
N\u00e3o tem certeza se atende a 100% de nossas qualifica\u00e7\u00f5es? N\u00e3o tem problema. Se voc\u00ea acredita que pode se destacar nessa fun\u00e7\u00e3o, n\u00f3s o incentivamos a se candidatar e agradecemos a oportunidade de analisar seu hist\u00f3rico. N\u00f3s nos dedicamos a formar uma for\u00e7a de trabalho com uma variedade de habilidades, experi\u00eancias no local de trabalho e forma\u00e7\u00f5es<\/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
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As responsabilidades incluem:<\/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
Outras fun\u00e7\u00f5es conforme designado<\/p>\n
O candidato certo ser\u00e1 algu\u00e9m que tenha as seguintes habilidades:<\/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
A Ballentine Partners oferece uma ampla gama de benef\u00edcios totalmente pagos pela empresa, incluindo seguro odontol\u00f3gico, oftalmol\u00f3gico, invalidez de curto prazo, invalidez de longo prazo e seguro de vida, bem como compartilhamento de custos do seguro m\u00e9dico. Oferecemos amplos benef\u00edcios de folga, incluindo f\u00e9rias, licen\u00e7a m\u00e9dica pessoal ilimitada, licen\u00e7a m\u00e9dica familiar remunerada, licen\u00e7a parental remunerada, licen\u00e7as sab\u00e1ticas, folga comunit\u00e1ria e muito mais. Temos um programa de correspond\u00eancia corporativa, bem como certifica\u00e7\u00f5es de apoio e educa\u00e7\u00e3o continuada para os membros da nossa equipe. A Ballentine \u00e9 um ambiente de trabalho flex\u00edvel e favor\u00e1vel \u00e0 fam\u00edlia. Nossa cultura \u00e9 colaborativa e baseada no apoio m\u00fatuo para o crescimento n\u00e3o s\u00f3 da empresa, mas tamb\u00e9m de cada um.<\/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
Patrocinaremos candidatos a vistos de trabalho.<\/p>\n
A Ballentine Partners \u00e9 um empregador que oferece oportunidades iguais e se dedica a proporcionar um ambiente inclusivo para todos os funcion\u00e1rios. Todas as contrata\u00e7\u00f5es s\u00e3o baseadas em qualifica\u00e7\u00f5es, m\u00e9rito e necessidade comercial. Incentivamos candidaturas de pessoas que compartilham nosso compromisso de promover uma comunidade diversificada, acolhedora e inclusiva.<\/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\/pt-br\/wp-json\/wp\/v2\/job-listings\/13881","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/users\/10"}],"wp:attachment":[{"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/media?parent=13881"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/job-types?post=13881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}