Financial Planning Associate for the High Net Worth Team

Ballentine Partners, LLC, is a leading independent investment and wealth management firm headquartered in the Boston area with additional offices in Florida and 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 80 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. We are unusual in the financial services industry in that we believe our employees’ having a balanced life makes them better at their work. We are proud that in 2017, Pension & Investments named Ballentine Partners as one of the Best Places to Work in Money Management.

The High Net Worth team is a team within Ballentine Partners that provides wealth management services to families with investment assets generally between $3m - $20m and has grown rapidly over the last 10 years.

The Financial Planning Associate acts as a critical team member and facilitator in support of Senior Investment Advisors working with clients, their external advisors, and other internal partners. The overall goal is to serve clients’ wealth management needs and to help the team operate effectively and efficiently. Within our highly-collaborative, team-based service model, you will have significant responsibility in a demanding and fast-paced environment.

Responsibilities include:

1. Assisting with client meeting prep and follow up
1. Attending client meeting prep meetings and preparing client presentations including
1. Updating net worth and historical net worth charts
2. Updating net contributions/withdrawals summary
3. Ensuring proper client set up in eMoney
4. Running Black Diamond performance reports including gain/loss report, portfolio review snapshot and Black Diamond set up report
2. Providing support with meeting follow up
2. Managing eMoney for the team
1. Inputting client data
2. Updating account links and monitoring connection issues
3. Sending client invites in eMoney
4. Assisting IA/IAA with running eMoney models/reports
3. Assisting with ad hoc financial planning projects which may include
1. Automating client spreadsheets
2. Inputting data into BNA for tax projections
3. Assisting with charitable contributions and prepare charitable contribution letter
4. Creating account matrixs for complicated clients
5. Summarizing trust documents and dissecting key information
4. Running Black Diamond reports for the HNW team
5. Creating, owning and maintaining HNW templates

A bachelor’s degree, work toward the CFP designation, strong computer skills and experience in wealth management are preferred. The right person must have the ability to perform in a fast-paced, knowledge-intensive, and service-oriented environment with a demonstrated interest in wealth management for families.

The right candidate will be someone who:

• Can learn new things quickly
• Can take initiative and act proactively (i.e., anticipates problems, raises suggestions)
• Can create task lists from information
• Can juggle and prioritize a variety of tasks daily
• Can work both independently and in a team structure
• Is comfortable working with senior stakeholders and sophisticated clients
• Is highly organized with a very strong attention to detail
• Has high professional standards, judgment, and discretion
• Has professional communication skills, verbal and written
• Has excellent interpersonal & relationship skills including a positive attitude

Ballentine Partners is an Equal Opportunity Employer