Fanning Personnel

Have you recently passed the CFP or are sitting for it soon? We are hiring for advisors with several of our boutique Wealth Management firms in and around Boston! Candidates must have experience sitting in on client meetings, upselling or putting together financial plans, some exposure to asset allocation and investment decisions, annuity and tax understanding, as well being polished and articulate - these are all top-notch companies. If you are interested in taking the next step in your career and have some CFP progression, reach out today. Send your resume to Tim Hanson, MBA

Staff Accountant - Asset Manager Join our dynamic team as a Staff Accountant, where you will play a pivotal role in managing our financial landscape. You'll have the opportunity to engage daily with financial transactions, ensuring precision and integrity in our general ledger. Regularly reconcile bank statements and other accounts, and contribute to the monthly financial close process. This role offers a chance to ensure accurate financial reporting and gain invaluable insights into the fiscal operations of a thriving company. Your expertise will be crucial in maintaining our financial health and helping us make strategic decisions. Must have 2+ years of experience in accounting, a relative degree, or progress towards a CPA. Excellent pay and bonus, in office 3 days a week in Boston. If interested reach out to Chris Kennedy [email protected]

Senior Executive Assistant - Boston We are hiring for an amazing opportunity with one of our favorite clients here in Boston, top-notch firm seeking a top-notch team member to join their ranks. This position will be supporting a high-profile and prominent partner who is very active in several different outside projects and firms as well; handling both professional and personal tasks including but not limited to travel, calendar, expense and financial reporting, meeting and event planning, engagements, and myriad of other tasks. Must have 6+ years’ experience supporting C-level staff, be polished and extremely professional, and a very strong work ethic. This role will pay appropriately and comes with the full suite of benefits, great bonus, and an even better culture and work environment. Please reach out to Chris Kennedy [email protected]

RING RING - It's Opportunity Calling........pick up! We are hiring for one of our esteemed local private wealth clients here in the Boston area. They are seeking a 1-3 year finance professional with experience in the RIA space, preferably familiar with Orion, eMoney, Salesforce and custodial platforms; have completed recon and trade settlements, interacted with third-party administrators as well as having a basic understanding of the planning process. You will be pivotal in the day-to-day operational needs of the firm to ensure data integrity and continued exceptional service for clients and internal stakeholders, don't miss this chance to take your career to the next level with a reputable firm. #ria #privatewealth #finance #bostonfinance Answer the call and reply directly to Laura Sweeney at [email protected]

Join a fast-growing asset management firm in Boston and work on a small team dedicated to supporting several fund groups. Need to be detail-oriented, organized, as you will track and maintain client information, open accounts, monitor cash flow, and coordinate fund documentation. You will handle special projects, learn a variety of systems, and acquire a deep understanding of the firm’s resources and clients. Must have an undergraduate degree, 2-4 years of client service or operations experience in financial services and a real passion for learning. Top notch benefits and culture, a wonderful place to be! Please reach-out to Chris Kennedy directly, [email protected]

Our VP, Chris Kennedy, is working on this amazing opportunity, Check it out! Compliance Analyst Boston-based asset management firm is adding to their compliance team. This position is ideal for a hard-working, team-oriented individual with 3-8 years of diverse compliance experience. The primary focus is on the relationship management and business development process. Will work closely with various departments including finance and the investment teams. Highly visible role where you will review marketing materials, investor communications, and develop new policies and procedures. Need strong communication skills to coordinate workload priorities and regulatory interpretations. Prefer experience within the finance area with experience in compliance testing and marketing material review. Work well with all levels of management, able to problem solve and demonstrate critical thinking skills. Lively, collaborative team, hybrid schedule, excellent benefits, and compensation.

We're #hiring a new Manager, Client Service in Greater Boston. Apply today or share this post with your network.

We're #hiring a new Client Service Analyst in Greater Boston. Apply today or share this post with your network.

We're #hiring a new Client Associate in Boston, Massachusetts. Apply today or share this post with your network.