Associate Wealth Advisor

Boston, Massachusetts, United States | Full-time | Partially remote

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Seeking the extraordinary! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!

The Colony Group seeks a motivated and qualified individual for the position of Associate Wealth Advisor located in the Boston, MA office. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Associate Wealth Advisor provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.

Primary responsibilities for this position include:

  • Development and implementation of financial planning solutions for clients and the ability to perform complex research and financial analysis related to those solutions.
  • Maintaining an advanced understanding of investments, insurance, taxation, and estate planning, as well as the company’s investment strategies.
  • Active communication with clients in meetings, presentations, and ongoing client-relationship management.
  • Coordination of the management of client portfolios with the investment professionals of the firm.
  • Federal and state income tax planning and compliance
  • Communicating and collaborating with clients’ other advisors, including accountants, attorneys, and insurance advisors; and
  • Identifying new business opportunities and assisting in converting prospects to clients.

The position requires:

  • Bachelor’s Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience.
  • An advanced understanding of income tax planning and estate planning.
  • 2-4 years of relevant work experience.
  • Strong analytical skills, notable attention to detail, and self-initiated follow-through
  • Strong work ethic and ability to contribute meaningfully on a high-performing team. 

The position prefers:

  • Candidates with a CPA, JD, MST or CFP® (or working towards).
  • Experience serving HNW and UHNW clients
  • Experience in income tax planning, compliance; and
  • Experience with eMoney, Tamarac, Morningstar, HiddenLevers and SSAnalyzer

 

TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)