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Morgan Stanley Eaton Vance WaterOak Advisors, Wealth Planning Advisor CFP in Boston, Massachusetts

Basic Purpose:

Financial planning professional to advise sophisticated and affluent clients on solutions to complex planning issues, including goals-based cash flow planning, budgeting, retirement planning, education funding, investment allocation, and estate, trust, tax and charitable strategies. Individual will actively work with other Wealth Planning Advisors, Director of Wealth Planning and Wealth Advisors to create meaningful planning solutions for clients.

Primary Responsibilities and Core Competencies:

  1. Investigating and uncovering clients’ wealth planning needs, goals and issues through a systematic and detailed discovery process.

  2. Helping clients to prioritize objectives, and then developing, implementing and monitoring strategies to achieve clients’ goals and address needs and issues.

  3. Developing trust with clients and communicating complex planning concepts in an understandable manner.

  4. Delivering outstanding client service, with regular communication and prompt attention to client needs.

  5. Applying estate planning concepts including foundational planning, gifting, charitable planning, asset protection and wealth transfer.

  6. Deliver customized wealth management solutions to individuals, families, endowments and foundations, consistent with client objectives and risk tolerances.

Job Requirements:

  • Bachelor’s Degree.
  • CFP Designation.
  • 5 years’ financial planning experience and a demonstrated level of expertise.
  • Experience using financial planning software, e.g. eMoney, as both an analytic and a presentation tool preferred.
  • Proven ability to deliver world-class client service.
  • Demonstrated ability to work in a team environment.
  • Outstanding oral and written communication skills, including ability to discuss complex concepts and solutions in understandable manner.

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employmentThis role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment

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Title: Eaton Vance WaterOak Advisors, Wealth Planning Advisor CFP

Location: Massachusetts-Boston

Requisition ID: 3202876

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