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Wealth Management Associate
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- We are a fee-only independent, Registered Investment Advisor (RIA) based in Attleboro, MA. Our mission is to deliver financial peace of mind to our clients.
- The Wealth Management Associate role will report directly to the firm’s founder and be exposed to all facets of the RIA business.
- Hold or be in the process of obtaining a professional certification (CFP, CIMA, CFA) and Series 65.
- Candidate will be responsible for monitoring the integrity of data within the firm’s portfolio management system and trading system, analyzing daily reporting, maintaining the firm’s CRM system and other proprietary processes, and managing ongoing work with the firm’s custodian (Charles Schwab).
- The Wealth Management Associate role is designed to provide a strong foundation for a candidate looking to develop into an Investment Advisor role at the firm.
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