Wealth Planner

Job Description

Wealth Planner Associate

Company Description

Fortis Management Group is multi‐family office providing independent, fee‐only wealth management services to ultra‐high net worth individuals. Fortis acts as the CFO for our multi‐generational families, delivering highly personalized, holistic advice and support.Our goal is to serve our clients with thoughtfulness, integrity and a singular emphasis on achieving each family’s unique goals and objectives.

We maintain a professional, family oriented, and team first environment comprised of professionals with varying expertise. Fortis does not sell products or provide investment advice, creating a solid foundation for our role as an unbiased advocate for our clients. Based in Waltham, MA, we offer a full benefits package including a generous paid time off policy and a hybrid remote work option to target the best talent. Our team is passionate about what we do, and we take great pride in our connected company culture.

Role & Responsibilities

Fortis Wealth Planners support Senior Client Advisors and interact with other internal team members, clients, and external advisors.The role is a team-oriented position focused on ensuring accuracy, completeness, and timeliness of client deliverables, identifying planning opportunities and implementing client decisions.

Responsibilities include but are not limited to :

• Working with our internal Operations Team to organize and prepare client materials, including consolidated financial statements, cash flow analysis, consolidated investment reports and other ad hoc analytical reports.
• Possessing an aptitude and desire to learn planning disciplines such as estate and gift planning, charitable giving, cash flow / budgeting, income tax, family governance, and risk management
• Overseeing and efficiently addressing routine client matters such as bill payment, tax filings, investment documentation, cash management, administrative
• Communicating proactively with outside investment advisors, tax preparers, estate planning attorneys, and insurance agents
• Assisting with preparation for client meetings, attending and assisting with follow-up
• Coordinating bank and investment account documentation including private investment subscriptions and activity.
• Monitoring cash flows, significant asset transfers and notable changes in the client net worth
• Research financial planning projects
• Coordinating client accounting activities with Fortis’ operations team
• Supporting the wealth planning and financial reporting teams with client specific projects and deliverables

A Successful Candidate Will Exhibit :

IMPORTANT : Associate level candidates require a minimum of 1 year, full-time, family office experience, either directly or indirectly with a single of multi-family office. A CPA or CFP® designation is desired but not required. Other advanced degrees or related financial professional designations are beneficial.

Additional Information :

Schedule : Full time, Monday – Friday 8 : 30 – 5 : 30. Opportunity for hybrid schedule.

Work Environment : Hybrid work environment available with a minimum of one day in the office.

Benefits : Full benefits package offered with 100% Paid Health Insurance, Retirement plans, Unlimited Paid Time Off.