Client Service Associate in Wealth Management

Job Type: Full-time

 

We are searching for someone special to join our growing wealth management firm.

 

Are you looking for…

 

- A wealth management firm that prioritizes client interests, not products?

 

- A "holistic" approach to managing clients' wealth?

 

- A supportive environment that encourages and rewards a client-first mentality?

 

- A firm with outstanding integrity and a solid reputation?

 

Then, Aevitas just might be the firm for you!

 

Aevitas is a fee-only independent boutique firm built on a client-first approach to wealth management. We are looking to add team members who thrive on customer service and believe in providing independent and objective fiduciary advice.

 

Our firm is growing and we want to expand our team by adding a proactive and dedicated client services associate with financial services experience. Detailed administrative support and fabulous customer service are what you will bring to our casual, driven in-office environment. If you desire to learn and be promoted, we have the desire to help build your career as there are unlimited growth opportunities.

 

In addition to a competitive salary (pay based on experience starting ~$60,000) and bonus package, we offer a pension, long-term disability, and health insurance.

 

Schedule:

Monday-Friday 8 AM- 4 PM. This position is based in the office in Wellesley, MA.