New England Private Wealth Advisors, LLC is a well-established Registered Investment Advisor (RIA) managing over $2.9 billion in assets as of 12/31/2024. We provide comprehensive wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients nationwide. Our firm fosters a team-oriented, client-focused environment with a commitment to fiduciary excellence and personalized financial planning.
We are seeking a motivated, detail-oriented professional with strong communication skills and a passion for wealth management to join our successful, tight-knit team. The ideal candidate values teamwork, continuous learning, and delivering the highest standard of client care.
Key Responsibilities:
The Associate Wealth Advisor will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Primary responsibilities include:
Preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks.
Leveraging internal and external technologies to generate reports and other deliverables for both client-facing and back-office needs.
Working closely to support senior advisors with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks.
Qualifications:
Bachelor's degree and minimum 1-3 years of relevant financial services experience required.
CFP® certification or CFP® candidacy strongly preferred.
Exceptional organizational, problem-solving, and communication skills.
Proficiency in Microsoft Office and adaptability to new technologies.
Ability to work both independently and collaboratively in a team environment.
Professionalism, integrity, and a client-first mindset are essential.
Must be willing to work onsite in our Wellesley, MA office. This position is not hybrid or remote.
Reliable transportation required (no public transit available).
How to Apply:
Please submit your resume and salary requirements to RECRUITING@NEPWEALTH.COM.