Senior Wealth Advisor For The High Net Worth Group (Lexington)


: $80,280.00 - $119,530.00 /year *

Employment Type

: Full-Time


: Accounting

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Job Description

Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Palm Beach Gardens, Florida and Wolfeboro, New Hampshire. Our client families rely on us to be their most trusted advisor and to manage all aspects of their complex financial lives. We are a team of over 85 professionals and our firm is known as a wonderful place to work. Our compensation philosophy and team structure foster a collegial rather than competitive work environment.

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 specifically on clients with investable assets between $3 and $20 million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.


This is a fantastic opportunity for an experienced professional interested in helping grow a practice within a highly successful firm. If you have strong technical investment and financial planning skills and

exceptional emotional intelligence, we would like to speak with you.

Responsibilities for the Senior Wealth Advisor will include:

Client Engagement and Portfolio Management

o Manage client relationships and their investment portfolios

o Coach clients through the process of determining their financial goals

o Help clients develop financial plans and provide advice regarding estate and wealth

transfer planning, tax planning, and executive compensation plans

o Oversee onboarding of new clients

o Direct trades to ensure compliance with the Investment Policy Statements

o Prepare and present periodic client reviews

o Establish positive, collaborative relationships with clients external advisors

Team Management: Contribute to the leadership of the group through active participation and

mentoring of the team. Participate in and contribute to group strategy discussions.

Business Development: Serve as an ambassador to the firm in business development settings;

contribute to the growth of the firm by earning referrals from clients and advisors.

Maintain compliance with all company policies and regulatory policies at the highest standards.

The ideal candidate will have a minimum of 10 years relevant experience, plus:

Bachelors degree, or higher

CFP credentials preferred

Excellent interpersonal, communication and presentation skills

Able to work independently

Has skills and experience in managing teams

Has skills in problem analysis and resolution at both strategic and tactical levels

Experience achieving a high level of client satisfaction

A desire to be part of an entrepreneurial and growing team, and participate in strategic initiatives

We are an equal opportunity employer.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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