M3 Family Office is seeking driven, passionate individuals interested in building a career at the highest level in the wealth management industry.
M3 Family Office uses digital solutions to rethink how high-net worth families can grow their wealth and preserve their future for each generation. It’s much more than investments, insurance and estate planning, M3 Family Office provides a sophisticated team of advisors in a managed integration. For over 25 years we have specialized in providing customized planning, innovative solutions and lifecycle management for those in the venture capital and private equity world, as well as their portfolio companies.
We are seeking people with a background in Accounting, Finance, Economics, Pre-Law major, or those studying for your CFP or your Financial Planning Degree. If you have an interest in digital and automated solutions for the next generation of a Virtual Family Office this will be the place for you. Candidates will learn by participating in case analysis, client meetings, and close interaction with the company founder.
The analyst position with a national Registered Investment Advisor; could be a great fit for our Analyst position.
We are seeking people with:
1. A strong desire to work in the wealth management industry in a Family Office
2. Wizardry and proficiency in the entire Microsoft Office suite
3. Strong organization skills with a detail-oriented approach
4. A team player mindset while also being self-motivated
5. Indomitable work ethic and the ability to complete projects under a deadline
6. Strong willingness to learn and grow in the role
7. Outstanding written and verbal communication skills •
8. The ability to learn to utilize a variety of industry related software programs
We use a variety of innovative software solutions including:
- Morningstar and
- Fidelity Wealth Central
If interested, please email your current resume and cover letter to firstname.lastname@example.org
About M3 Family Office
An integrated Family office
M3 Family Office provides digital and automated solutions into a virtual family office, addressing the needs of sophisticated and demanding high net worth families. By assessing risk tolerance and creating custom portfolios created with the long haul in mind, we work to ensure that our clients can reach their financial goals.
Based in Needham Massachusetts we work primarily with clients in the Boston/Metro Boston area while providing a digital investing platform to service clients across the country, and even the world.