Massachusetts - F.L. Putnam Investments, Investment Advisor


F.L Putnam (FLP) are looking for an Investment Advisor to join the firm's Sustainable Investing practice. The successful candidate will be required to channel partners - to educate, onboard and continuously engage with clients new to the firm across the Massachusetts regions. The Investment Advisor will be directly responsible for investment aspects of new client relationships as a member of client teams, supporting development in new business presentations, and engaging with the FLP team.

Key responsibilities:

  • The Investment Advisor will be the investment lead on client teams for new and some existing sustainable investing client relationships. Structuring client investment portfolios, covering sustainable investing and asset allocation education, and investment selection.
  • Work with our Portfolio Analyst team to implement investment solutions for each client as outlined in Investment Policy Statements, using approved investment strategies and products.
  • Work directly with Client Advisor (member of financial planning team) and Account Officer team members to manage client relationships as an integrated client team.
  • Work directly with other FLP client team members across investment management, investment advisory, financial planning, operations, and marketing to ensure clients continually benefit from our broad suite of wealth and investment services.