We are an independent Wealth Management RIA located in Waltham, MA and looking to add an experienced client relationship manager to our team that would like to work with our current client relationships and develop their own book of business. This person will be expected to:
Develop financial plans using MoneyGuide Pro software.
Work with our team's current and prospective clients to gather, organize, input and report of their financial data
Monitor and re-evaluate financial plans on an ongoing basis
Responsible for recognizing opportunities to expand our services to clients during the financial planning process and make recommendations
Attend to the unique needs of individual clients
Articulate advice and information in a clear and meaningful way
Attend client meetings, client appreciation events and seminars
Attend/participate in training and office meetings
Drive new business to build their own book of business
3+ years of experience is required. Must hold the CFP® designation along with Securities licenses 7 and 66. Experience in financial planning software (preferably MoneyGuide Pro) Insurance experience and licensing is a plus. Candidates must have outstanding verbal and written communication skills, as well as appropriate academic qualifications
Additional Salary Information: Pay structure on own book of business is negotiable
About The Harvest Group Wealth Management
The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that takes a long-term perspective to growing individual and family wealth. Our fiduciary duty is to always act in your best interest, and we understand from first-hand experience that family wealth management is not just about money, but often involves complex, non-financial issues that include family dynamics, amicable conflict resolution, family business succession planning, and more.
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