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,...
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 interac...
