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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: MA-Boston
Northeast (CT, ME, MA, NH, RI & VT)
Job Categories: Wealth Management - Asset & Investment
Industries: None
Base Compensation:
Low: $50,000       High: $80,000
Total Compensation:
Low: $50,000       High: $80,000
Benefits: Above Average Benefits - Full Health Insurance
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: No
 
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
Mandatory Minimum Qualifications - Must Have: Requires 3+ years public accounting, financial or tax experience with strong Excel and analytical skills.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 3-4+
 
First Name:
Last Name:
E-mail Address:

 

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