WEALTH MANAGEMENT ASSOCIATE
About the role
Mayport is hiring for a Wealth Management Associate. The Associate will help serve the firm's growing base of clients. Responsibilities will include a combination of financial planning and investment analysis. Over time, responsibilities may expand to include trading and other tasks.
This is a full-time, in-office role, in Newton, Massachusetts.
Qualifications
The ideal candidate will have the CFA or CFP designation, or progress toward one of these designations.
About Mayport
Mayport is a Registered Investment Advisor in Newton, Massachusetts. We manage $850 million for approximately 125 high-net-worth individuals and families.
Mayport is built on three pillars: in-depth financial planning, index-based portfolios, and flat fees.
More information can be found on Mayport's blog at mayport.com/blog. Hear Mayport founder Adam Grossman on this recent episode of Morningstar's The Long View podcast.
Compensation and benefits:
- Competitive compensation.
- 401(k) with company match.
- Healthcare subsidy.
Apply
To apply for this position, please email a resume and cover note to Mayport founder Adam Grossman at adam.grossman@mayport.com.
