Sr. Vice President, Eastern Wealth Management, Team Leader II

Lynn, MA
Full-time

REQUIREMENTS:

  • Bachelor’s Degree or significant industry experience
  • 5+ years of wealth management industry experience
  • Knowledge of fiduciary law, fiduciary income taxation, trust, estate taxation, estate planning, trust administration, and portfolio management.
  • Previous Management and performance management experience- at least 3 years
  • Excellent interpersonal skills, the ability to work autonomously, and good communication skills
  • Robust business development, account management, and relationship building skills.
  • Strong sense of client service, satisfaction, and retention with an eye for needs identification, problem solving and the consultative sales approach
  • Trust certifications, attendance at Trust Schools, law degrees and CFP® designation are all highly preferred.
  • Meaningful Community involvement and network on the North Shore/Boston
  • Follow a financial planning approach with discretionary asset management as the solution
  • Ability to serve as an extension of the Division Head, carrying out initiatives and supporting the direction set by the Division Head.
  • Exemplary Client & Business Partner Management with New Business results to confirm effectiveness

Previous Success hiring people with similar job titles such as:

  • Account Officer
  • Client Advisor
  • Client Manager
  • Sr. Financial Planner

Perks:

  • Remote work flexibility
  • Hire immediately
  • Growth opportunities
  • Industry leading benefits
  • Strong culture
  • Work life balance
Alert: An error has occurred. This application may no longer respond until reloaded. If error persists, close browser and reopen website. If this error occurs when first loading the site, your browser may not be supported. Reload 🗙