Financial Analyst - Boston MA - Work / Life Balance

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JOB DESCRIPTION

Job #: 15955
Status: Inactive / Filled
Title: Financial Analyst - Boston MA - Work / Life Balance
Job Location: Boston, MA
Base Compensation: $50,000 — $80,000
Total Compensation: $50,000 — $80,000
Benefits: Above Average Benefits - Full Health Insurance
Is Employer Willing to Relocate?: No
Job Categories: Wealth Management - Asset & Investment

WHY IS THIS A GREAT OPPORTUNITY?

Boutique Multi-Family Office seeks Financial Analyst in Boston MA (50mm-150mm level clientele). Will train in all areas of wealth advisory and transition to a lead client relationship manager.

JOB DESCRIPTION

Diversified responsibilities including financial reporting, tax and estate planning, insurance, and investment analysis.

QUALIFICATIONS

Requires 3+ years public accounting, financial or tax experience with strong Excel and analytical skills.
Education: Bachelor's
  
Total Years of Experience: 3-4+
  
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