Associate, Portfolio and Wealth Advisory

Overview

BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service.

Responsibilities

• Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning
• Generate and edit presentations for existing clients and marketing presentations for prospects
• Prepare reporting for internal meetings relating to clients, prospects, and investment managers
• Maintain data integrity throughout multiple systems
• Collaborate with senior team members to resolve complex client requests or issues
• Attend and participate in client meetings, offering thoughtful suggestions and solutions

Qualifications

What We Offer

Additional Information

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $80,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department / team performance, and market factors.

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