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 primarily on clients with investable assets between $3 and $25 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.

Responsibilities include:

• Prepare and present periodic client reviews
• Direct interaction with clients to discuss investment strategy and financial planning topics
• Manage portfolios and execute trades to ensure compliance with Investment Policy Statements
• Generate performance reports
• Manage a growing list of clients and their investment portfolios, with increasing responsibility for direct interaction commensurate with experience
• Assist with new business presentations, client on-boarding and subsequent associated responsibilities
• Contribute to the leadership of the group by mentoring of Wealth Advisor Associates
• Maintain compliance with all company policies and regulatory policies at the highest standards
• Handle day-to-day inquiries
• Other duties as assigned