Wealth Planning Associate – Ballentine Partners, LLC (Waltham, MA)
Quick Brief
- Full-time
- $70,000 – $100,000 a year
- Continuing education credits
- Paid parental leave
- Visa sponsorship
- Disability insurance
- Health insurance
- Dental insurance
- Parental leave
- Vision insurance
- Life insurance
About Ballentine Partners
Ballentine Partners is an independent wealth management firm with offices in Boston, Florida, and New Hampshire, serving clients worldwide. We simplify our clients’ financial lives and align their wealth with their goals. We foster a healthy work-life balance, a collegial environment, and support each other as a team.
Family Office Practice
Our Family Office Practice serves clients with investable assets over $30 million, providing fee-only investment and financial planning advice.
Role Responsibilities
- Design and prepare client financial reports and exhibits.
- Collect, compile, and evaluate data to produce financial summaries.
- Contribute to strategic planning by identifying issues and opportunities.
- Research client issues under supervision.
- Handle special analyses and projects (e.g., estate flow diagrams, cash flow analysis).
- Research financial planning topics to enhance firm knowledge.
- Perform other duties as assigned.
Requirements
- Quick learner with proactive initiative.
- Ability to take direction from multiple sources and prioritize tasks.
- Highly organized with strong attention to detail.
- Comfortable working with senior stakeholders and sophisticated clients.
- Strong communication and interpersonal skills.
- Bachelor’s Degree required; 1-3 years of similar experience preferred.
Benefits
- Ballentine Partners offers comprehensive benefits, including:
- Fully paid dental, vision, short-term and long-term disability, and life insurance.
- Cost-sharing on medical insurance.
- Extensive time off benefits (vacation, sick leave, parental leave, sabbaticals).
- Corporate matching program and support for certifications and continuing education.
- Family-friendly, flexible, and collaborative work environment.
Compensation
- Salary range: $70,000 to $100,000, commensurate with experience.
- Performance bonuses based on company and personal performance.
Additional Information
- We sponsor work visas.
- Equal Opportunity Employer committed to diversity and inclusion.
For more information on our culture, please view our Stakeholder Report and Values page
Apply now to join our team
