Fanning Personnel | Director Wealth Advisory Services

DIRECTOR, WEALTH ADVISORY SERVICESI'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investmentwealth management firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.I'm writing to inform you that one of my client companies, a wealth management firm located in Boston, is seeking a Director, Wealth Advisory Services. The diverse duties of this role include maintaining an understanding of client's financial estate planning needs, utilizing this knowledge to provide counsel with portfolio structure design, reporting on portfolio performance, leading periodic portfolio reviews, executing portfolio rebalancing as necessary, and the like. This individual will collaborate with multiple Firm departments including Client Service, Research, and Wealth Advisory during the execution of these duties.This role is a FANTASTIC opportunity for an individual who offers 10+ years of direct industry experience; Advanced degrees or certifications such as the CFP or CFA, while not a prerequisite to be considered a viable candidate for this role is strongly pensation includes a base salary in the $150K- $200K range, depending on experience, plus bonus and benefitsIf you are qualified and interested in pursuing this role, please send your updated resume CordeiroSenior RecruiterFanning, a division of Masis Staffing Solutions, LLC

Created: 2025-01-19