Senior Wealth Management Advisor

Boston Staffing Partners; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's degree in Finance or a related field and proficiency in wealth management strategies. Preferred qualifications include CFP or CFA certification with a strong track record of success in wealth management. This position emphasizes collaboration and delivering expert client support.

Qualifications

• Proficiency in Financial Planning and Retirement Planning strategies.
• Strong knowledge and experience in Investments and Wealth Management Services.
• Solid foundation in Finance principles and practices.

Responsibilities

• Provide comprehensive financial and wealth management services.
• Develop and maintain client relationships.
• Analyze financial data and create personalized plans.

Skills

Financial Planning

Retirement Planning

Investments

Wealth Management Services

Interpersonal Skills

Analytical Skills

Education

Bachelor’s degree in Finance or related

CFP or CFA certification preferred

Job description

Boston Staffing Partners (BSP) is a boutique staffing firm specializing in permanent and temporary recruitment solutions. Headquartered in Boston, MA, BSP serves the greater Boston area and beyond with expertise in Financial Services, Accounting & Finance, Human Resources, and Administrative Services. The company offers competitive hiring solutions for roles at all levels—from staff to C‑suite professionals—across multiple industries. BSP is dedicated to matching highly skilled talent with organizations to drive success.

Role Description

This full‑time Senior Wealth Management Advisor role is a hybrid position based in San Francisco, CA, with some flexibility to work from home. The advisor will provide comprehensive financial and wealth management services to clients, including financial planning, investment strategy, and retirement planning. Day‑to‑day tasks involve developing and maintaining client relationships, analyzing financial data, creating personalized plans, and delivering expert advice to help clients achieve their financial goals. The role requires collaboration with internal teams and delivering top‑tier client support.

Qualifications

• Proficiency in Financial Planning and Retirement Planning strategies
• Strong knowledge and experience in Investments and Wealth Management Services
• Solid foundation in Finance principles and practices
• Exceptional interpersonal and communication skills to build and maintain client relationships
• Analytical and problem‑solving skills with attention to detail
• Bachelor’s degree in Finance, Business Administration, or a related field
• CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent certification preferred
• Proven track record of success in wealth management or a related role