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Description
Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.
The Family Office Practice is a group within Ballentine Partners, focused specifically on clients with investable assets above $30 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.
In this role the candidate will not only be responsible for the technical tasks below but will also have the opportunity to learn the soft skills necessary to be successful in their interactions with people at all levels.
Requirements
The right candidate will be someone who:
A Bachelor’s Degree is required. 1 – 3 years of experience in a similar role is preferred.
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. On top of all this, Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Values page.
Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $70,000 to $100,000 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.
Full Time
Investment Management
$71k-106k (estimate)
04/06/2023
07/17/2024
ballentinepartners.com
WALTHAM, MA
50 - 100
1984
Private
DREW MICMOROW
$10M - $50M
Investment Management
Ballentine Partners provides wealth planning and investment management services.
The job skills required for Wealth Planning Associate include Wealth Management, Planning, Initiative, Financial Planning, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Planning Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Planning Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Planning Associate positions, which can be used as a reference in future career path planning. As a Wealth Planning Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Planning Associate. You can explore the career advancement for a Wealth Planning Associate below and select your interested title to get hiring information.