Home > Massachusetts jobs > Massachusetts accounting/financial

Posted: Wednesday, February 21, 2018 12:11 AM


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

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.

● 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
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

Contact Person: Charlotte Malone
Email Address:

• Location: Boston

• Post ID: 55607262 massachusetts is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018