Associate Wealth Advisor

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

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The Colony Group seeks a motivated and qualified individual for the position of Associate Wealth Advisor.  The individual selected for this mid-level 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 generally as part of 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 the full range of the company’s services and capabilities to clients and prospective clients; and
  • Identifying new business opportunities and prospects and assisting in the closing process.

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 investments, insurance, tax planning, and estate planning.
  • Two+ years of relevant work experience; and
  • Strong analytical skills, notable attention to detail, and self-initiated follow-through
  • Vaccination is required as this position will work in the office 

The position prefers:

  • Candidates with a CPA, JD, MST, or CFP®;
  • Experience serving high net worth clients; and
  • Experience in income tax planning and compliance.