Client Advisor

Crestwood Advisors Group LLC is a fast-growing $7+ billion wealth management firm seeking to add a Client Advisor to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, Massachusetts, Fairfield County, Connecticut, & Providence, Rhode Island that provides High Net Worth clients with comprehensive wealth & investment management solutions.

This opportunity is hybrid and exists in the Boston location.

Crestwood Advisors strives to help clients exceed their financial goals by navigating and understanding the broader aspects of their financial lives. We value our clients and believe they deserve the highest quality of client service and thoughtful financial advice. The ideal candidate for the Client Advisor position is a highly motivated, detailed oriented, and organized individual with 3-6 years of wealth advisory industry experience. The Client Advisor will be responsible for maintaining long-term relationships with existing and new clients, and has the ability to work independently as well as in a team in a collaborative environment alongside the Lead Relationship Manager and Portfolio Manager. In addition, they enjoy providing superior client service and is eager to help others if needed.

Wealth planning and relationship management primary functions:

• Be the “hub” of the day-to-day service experience for clients by providing superior client service and problem-solving solutions.
• Support the Lead Relationship Managers (RM’s) in preparing and participating in client meetings, as well as post client meeting action items.
• Manage the custodial process alongside our Client Service team to assist clients with account creation, transfers, and maintenance; providing ongoing communication with clients throughout the process.
• Bring holistic planning attitude to all client engagements. Facilitate communication between relevant parties (i.e. Tax Accountants, Attorneys, Insurance contacts, etc.).
• Coordination and execution of gifting and charitable activities on behalf of clients
• Conduct Financial Planning Due Diligence, including the collection of client data to assist in creating comprehensive Financial Plans. Deliver financial plans and retirement cash flow planning with thoughtful observations and additional considerations to enhance the client’s financial goals.
• Assist with extra-departmental projects such as needed.

Requirements:

• Experience working with private, high net-worth clients and institutional clients
• Strong organizational and time management skills. Can prioritize and work on client request & deliverables. This person thrives in a fast-paced environment
• A team player with high professional standards, judgement, and discretion
• Takes the initiative and thinks proactively
• Strong written and verbal communication skills
• Attentive, efficient and diligent follow up skills
• A CFP® designation or progress towards a CFP® designation
• Familiarity with MS Word, Excel, and PowerPoint
• Previous experience working with investment custodians, customer relationship management systems, and portfolio reporting systems
• Previous experience with Money Guide Pro, Holistiplan, or other financial planning software
• Curiosity to continue learning and willingness to enhance professional growth

We offer an attractive compensation plan including a competitive salary, the opportunity for a bonus, and a full suite of benefits, along with the chance to be part of an authentic and energetic team! The firm will also consider support for further education and/or industry designations. Our culture is one that awards personal growth opportunities from strong performance.

At Crestwood Advisors, we uphold fairness and equal opportunity for all applicants. We remain committed to ongoing growth and development, ensuring a lasting culture of openness, opportunity, and empowerment for all employees.