Hybrid Wealth Planner & Investment Advisor

Boston Staffing Partners; Boston (MA); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Boston Staffing Partners in Boston, MA is seeking a Wealth Management Advisor to deliver comprehensive financial guidance, retirement and investment planning, and tailored wealth strategies. The role combines on-site client meetings with remote work flexibility in a hybrid setup.

You will analyze client financials, develop plans, monitor portfolios, and stay informed on market trends and regulatory changes. A client-centric approach and strong communication are essential.

Qualifications

• Strong Financial Planning and Retirement Planning skills.
• Solid understanding of Investments, asset allocation, risk management and portfolio construction.
• Experience delivering Wealth Management including estate, tax-aware and liquidity planning.
• Excellent interpersonal and communication skills with ability to build trust and long-term relationships.
• Proven analytical and problem-solving abilities with attention to detail.
• Bachelor’s degree in Finance, Economics, Business, or related field; CFP®, CFA, or ChFC preferred.
• Familiarity with financial planning software, CRM systems and productivity tools.
• Demonstrated ethical conduct and adherence to regulatory requirements.

Responsibilities

• Provide comprehensive financial guidance and planning to clients.
• Analyze client financial situations and develop tailored financial plans.
• Monitor portfolios and adjust strategies for risk and performance.
• Maintain accurate client records and stay updated on market trends.

Skills

Financial Planning

Retirement Planning

Investments

Portfolio Construction

Risk Management

Communication Skills

Client Relationship Management

Analytical Thinking

Ethical Conduct

Education

Bachelor’s degree in Finance, Economics, Business, or related field

CFP®, CFA®, or ChFC certification preferred

Tools

Financial planning software

CRM systems

Productivity tools

Job description

Boston Staffing Partners in Boston, MA is seeking a Wealth Management Advisor to deliver comprehensive financial guidance, retirement and investment planning, and tailored wealth strategies. The role combines on-site client meetings with remote work flexibility in a hybrid setup.

You will analyze client financials, develop plans, monitor portfolios, and stay informed on market trends and regulatory changes. A client-centric approach and strong communication are essential.