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Posted: Tuesday, February 20, 2018 12:21 AM

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Company Name: Artemis Financial Advisors

Job Description
Company Description:
Artemis Financial Advisors is a rapidly-growing Boston-based registered investment advisory firm serving the needs of high net-worth individuals and families. The firm is a fiduciary and provides financial planning and investment management services on a fee-only basis. For more information, please visit us at www.artemisadvisors.net.

We are seeking a motivated individual who is dedicated to launching a career in financial planning. The candidate will gain hands-on experience supporting the existing team of advisors and the position will provide career development opportunities through mentorship, continuing education and direct client exposure.

Duties/Responsibilities:
● Prepare for and attend client meetings and manage follow-ups
● Help onboard new clients
● Build and maintain financial plans for clients
● Conduct investment portfolio audits and annual reviews
● Become competent in all firm technology platforms and business processes
● Participate in many aspects of running a boutique financial advisory firm

Job Requirements
Qualifications:
The ideal candidate will have an undergraduate degree in economics or finance and a demonstrated interest in the wealth management industry via progress toward or completion of the CFP® designation and/or prior job or internship experience.

Additional Requirements:
● Extremely detail oriented
● Excellent verbal and written communication skills
● Highly proficient in Excel
● Experience with financial planning software a plus
● Desire/ability to work successfully in a small company environment
● Series 65 within six months of hire
● Not allergic to cats

APPLY FOR THIS JOB
Contact Person: Charlotte Malone
Email Address: cmalone@artemisadvisors.net

• Location: Boston

• Post ID: 55607262 boston
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