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    Senior Associate Wealth Advisor - Portsmouth, United States - Lake Street Advisors

    Lake Street Advisors
    Lake Street Advisors Portsmouth, United States

    3 weeks ago

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    Description

    Portsmouth, NH or Boston, MA (Hybrid)

    We are looking for a self-motivated problem solver and experienced Senior Associate Wealth Advisor to join our growing multi-family wealth management firm. You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options, generate exhibits and statements, advise clients, and manage implementation of client decisions in conjunction with the Wealth Advisor. Externally, you will partner with leading investment, tax, and legal firms to deliver a customized plan tailored to meet each client's unique objectives.

    At Lake Street, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Lake Street Advisors, visit

    Responsibilities

    The essential duties of the Senior Associate Wealth Advisor include, and are not limited to, planning, coordination,
    and execution in the following areas:

    • Prepare supplemental reporting and review and categorize client cash activity. Use reports to identify issues and opportunities for the clients
    • Cash, debt, and expense forecasting and management
    • Estate, gift, and charitable strategies and reporting
    • Family governance
    • Insurance strategy and execution
    • Loans - advise on and track loans and tax implications
    • Real Estate - assist in purchases and sales, review and advise on ownership strategies, analyze and help implement leverage (via mortgages or HELOCs) if desired
    • Stock/Other Executive Compensation - track and coordinate options exercises, restricted stock plans, and concentrated stock sales/gifts/transfers
    • Tax strategy and execution
    • Partner with other internal teams to ensure that client strategies and a high level of service are executed
    Desired Skills and Experience
    • Strong analytical, organizational and time management skills
    • Excellent interpersonal and communication skills, both written and verbal
    • Detail-oriented with a focus on delivering optimal client service
    • Ability and desire to continue to learn and develop
    • Ability to spot inefficiencies (internal or external) and work with the team on process improvements
    • Minimum 4 years prior experience in wealth management, tax management and/or financial planning role, ideally for the benefit of high-net-worth individuals and families
    • Demonstrated aptitude for financial planning disciplines including income taxes, investments, insurance, and trusts and estates
    • Bachelor's degree in business/finance or a related field is required
    • Financial planning education in the form of CFP and/or MSFP required
    • Series 65 is a requirement of the job and is financially supported, as needed, by the firm
    • Proficiency in MS Office with a demonstrated aptitude for mathematics and Excel spreadsheets
      is necessary, experience with Salesforce a plus
    • Participate in client meetings, as necessary, with possible travel (estimated 20%)
    Company Description

    Lake Street Advisors has been serving high-wealth entrepreneurs and executives since 2003. With a focus on exceptional service and bottom line results, Lake Street's team of experienced advisors integrate holistic financial advice with investment management to offer personalized wealth management services that align with their clients' goals at every stage of life. Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.

    We offer a professional, entrepreneurial and dynamic work environment with competitive employee salaries. Our comprehensive benefit package currently includes 401(k) with employer matching, health and dental insurance with employer contributions, health savings and flexible spending accounts, employer-paid life insurance and short/long term disability, a professional development program, and employer-paid time off.

    No recruiters please at this time.

    Lake Street Advisors is an equal opportunity employer.
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