What are the responsibilities and job description for the Wealth Management Associate position at Mayport Wealth Management?
Mayport is a Registered Investment Advisor in Newton, Massachusetts. We manage $700 million for approximately 100 high-net-worth individuals and families.
Mayport is hiring for a Wealth Management Associate. The Associate will help serve the firm's growing base of clients. Responsibilities will include a combination of financial planning and investment analysis.
The ideal candidate will have an MBA degree and/or the CFA or CFP designation, or progress toward one.
Mayport is built on three pillars: in-depth financial planning, index-based portfolios, and flat fees. More information can be found on Mayport's website at mayport.com and blog at mayport.com/blog.
This is a full-time, in-office role, in Newton Corner, Massachusetts.