Hiring: Client Advisor Company: Focus Financial Partners Location: Boston, MA Job Posted Time: 2026-09-13 07:39:39 About the job Experience: •1+ years of relevant professional experience Required Skills: •Actively facilitate and support implementation and maintenance of clients’ investment and strategic financial plans •Coordinate account openings, transfers, and ongoing portfolio administration •Prepare customized client meeting materials, presentations, and reports •Monitor portfolios to ensure alignment with target asset allocations and investment guidelines •Confirm and track trading activity and other investment-related transactions •Serve as a point of contact for client inquiries, ensuring timely and accurate responses •Partner cross-functionally with tax advisors, estate planners, and other professionals to address clients’ broader financial needs •Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency Qualifications: •Minimum of a Bachelor’s degree in Finance, Economics or other related discipline •Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred •Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) •Excellent organizational, prioritization, and time management skills •Analytical with a strong attention to detail; problem solve effectively •High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment •Strong written and oral communication skills Compensation: •$60,000 - $70,000 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!