Associate Financial Planner
We are seeking an individual with experience working directly with clients. This person will work with our existing team of professionals to develop client financial plans, analyze strategic options, generate exhibits and statements, advise clients, and manage implementation of client decisions. Externally, they will work with accounting and legal firms to coordinate these services for our clients. Additional responsibilities may include: preparing portfolio account reviews, trading, Portfolio Accounting administration, CRM management and/or Social Media & Website oversight.
Desired Skills and Experience
Boston Research & Management is looking for bright and motivated individuals with strong analytical, interpersonal, and organizational skills. Must be of high integrity. Excellent communication and multi-tasking skills, and a demonstrated aptitude for financial planning disciplines including income taxes, investments, insurance, and trusts and estates are musts. Financial planning education and/or experience with high net worth individuals is desired. Must be a college graduate, obtainment of or progress towards CFP® is preferred.
INTERESTED APPLICANTS SHOULD SEND COVER LETTER AND RESUME VIA E-MAIL TO INFO@BOSTONRM.COM, NO PHONE INQUIRIES PLEASE.
About the Company
Founded in 1991, Boston Research and Management, Inc. is an independent Registered Investment Advisor located in Manchester-by-the-Sea, MA. We offer holistic, fee-only wealth management services to high net worth families and organizations. We provide institutional level asset management tailored specifically to each client relationship.
We maintain a professional, friendly, and dynamic work environment with competitive employee salaries and bonus potential. We offer benefits including Health Insurance and a 401(k) with matching contributions.