What are the responsibilities and job description for the Wealth Planning Associate position at Fortis Management Group LLC?
Company Description
Fortis Management Group helps ultra-high net worth families make informed financial decisions by providing ongoing, strategic analysis of their entire financial picture on a fee-only basis. As a dedicated team of expert-generalists, we offer the full spectrum of family office services without providing investment advice, helping us remain unbiased advisors. Known for our broad expertise, transparency, and the ability to handle complex scenarios, we are deeply committed to decency, integrity, and close communication, earning trust from one generation to the next.
Role Description
This is a full-time hybrid role for a Wealth Planning Associate, located in Waltham, MA, with some work from home acceptable. The Wealth Planning Associate will be responsible for assisting in the development and implementation of financial plans, conducting financial analysis, and providing support for strategic financial decision-making. Daily tasks include financial planning, reviewing clients' financial status, preparing detailed reports, supporting team initiatives and maintaining communication with clients and their broader advisory team to ensure their financial goals are being met.
Qualifications
- Financial Planning and Finance skills
- Strong Communication skills, both written and verbal
- Analytical Skills
- Bachelor's degree in Finance, Economics, or a related field
- Ability to work independently and in a hybrid work environment
- Experience in a family office or wealth management setting is a plus