Financial Associate

Weston Financial Group, 100 William Street, Suite 200, Wellesley, Massachusetts, United States of America Req #612
Tuesday, January 5, 2021

Weston Financial, a subsidiary of The Washington Trust Company, and a part of Washington Trust Wealth Management, is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts. Founded in 1979, Weston Financial Group has over $1 billion in assets under administration.  Weston Financial specializes in providing comprehensive, goals-based wealth and life management services to high net worth individuals and their families, senior executives at public companies, entrepreneurs, private business owners, and business owners with companies in transition.

As a registered investment advisor (RIA), Weston Financial is committed to a fiduciary standard that ensures we put our clients' interests first and subscribes to a code of ethical conduct that mandates we act for the sole benefit and interest of our clients at all times.

Weston Financial is a part of Washington Trust Wealth Management, which has a two centuries old tradition of helping people reach their life and financial goals.

Weston Financial has an opportunity for a Financial Associate to join its team of dedicated wealth management professionals.  

This position is an excellent opportunity for individuals with a goal of working in the financial advisory industry. The individual will gain exposure to the many facets of planning for high net worth individuals - including investments, retirement and education planning, estate planning, tax planning and risk management.

The Financial Associate works directly with Financial Counselors and will become an integral part of helping to service the Counselor’s client base. Responsibilities include financial modeling, asset allocation, performance reporting, investment analysis and many other planning related activities. The candidate should be well organized and should be a strong team player. The Financial Associate will have direct contact with clients and therefore should have excellent verbal and written communication skills.

Weston Financial takes pride in providing excellence in client service and requires an individual who shares this passion for outstanding client service in each and every interaction. We are looking for a self-starter with a positive attitude.  In addition to strong communication skills, the successful candidate will be detailed oriented, have exceptional organizational skills, and the ability to complete tasks thoroughly and accurately while adhering to deadlines.  

Candidates should have a bachelor’s degree, preferably in finance. 2-3 years of similar work experience is required and experience with financial modeling and investments is desirable.

We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy/childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and/or local laws. Click Here to view “EEO is the law poster”. 

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  • Weston Financial Group, 100 William Street, Suite 200, Wellesley, Massachusetts, United States of America