Associate Wealth Advisor
Boston, Massachusetts - Full Time

We're sorry, but this position has already been snatched up by another talented member of the HireMojo network. Please click below for more great positions like this one. Thank you for your interest!


The HireMojo Team


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.

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.

The Colony Group, LLC provides investment, wealth management, business management, tax compliance, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients.  Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $10 billion in client assets and has offices in Massachusetts, New York, Virginia, Florida, Colorado, Maryland, California and New Hampshire.  For more information, please visit www.thecolonygroup.com.