We look to hire the very best
In an industry undergoing exciting change, talent is paramount. We look for associates who are smart, curious, and energetic self-starters. Committed professionals who share personal responsibility for understanding our clients’ financial needs and creating focused solutions to help pursue them. Is your career heading in that direction?
NEW OPENING: WEALTH PLANNER
We are looking to grow our Boston-based team by adding a Wealth Planner to work directly with our established Wealth Advisors on multiple high net worth (HNW) client relationships. The Wealth Planner will assist in the management of all aspects of the client relationship, working collaboratively with internal team members and external specialists and centers of influence (COIs). Areas of focus will include holistic financial planning, life insurance, estate and tax planning, family governance and cash management. A minimum of seven years related experience in financial planning, relationship management or client service is required. A Certified Financial Planner (CFP®) or someone actively pursuing the certification is preferred. Successful completion of CFP® certification would be expected within two years of hire. We desire team members who are self-motivated, proactive, value working within a collegial environment and feel no task is beneath them when it comes to providing superior service to our clients.
North American Management is proud to be an equal opportunity employer. We are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We also strive to attract, hire, develop, and retain the most talented individuals in our industry. We strongly value the varied skills that our team members bring to the firm in service to our clients.