Senior Wealth Advisor

High Net Worth Group Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Palm Beach Gardens, Florida and Wolfeboro, New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 85 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial rather than competitive work environment. 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 specifically on clients with investable assets between $3 and $20 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.This is a fantastic opportunity for an experienced professional interested in helping grow a practice within a highly successful firm. If you have strong technical investment and financial planning skills and exceptional emotional intelligence, we would like to speak with you.Responsibilities for the Senior Wealth Advisor will include:Client Engagement and Portfolio ManagementManage client relationships and their investment portfoliosCoach clients through the process of determining their financial goals o Help clients develop financial plans and provide advice regarding estate and wealth transfer planning, tax planning, and executive compensation plansOversee onboarding of new clients o Direct trades to ensure compliance with the Investment Policy StatementsPrepare and present periodic client reviewsEstablish positive, collaborative relationships with clients’ external advisorsTeam Management: Contribute to the leadership of the group through active participation and mentoring of the team. Participate in and contribute to group strategy discussions.Business Development: Serve as an ambassador to the firm in business development settings; contribute to the growth of the firm by earning referrals from clients and advisors.Maintain compliance with all company policies and regulatory policies at the highest standards. The ideal candidate will have a minimum of 10 years relevant experience, plus:Bachelor’s degree, or higher CFP credentials preferred · Excellent interpersonal, communication and presentation skills · Able to work independently · Has skills and experience in managing teamsHas skills in problem analysis and resolution at both strategic and tactical levels Experience achieving a high level of client satisfaction · A desire to be part of an entrepreneurial and growing team, and participate in strategic initiatives

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