Wealth Management 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

Company Description Boston Staffing Partners (BSP) is a boutique staffing firm headquartered in Boston, MA, specializing in permanent and temporary recruitment solutions. BSP focuses on Financial Services, Accounting & Finance, Human Resources, and Administrative Services for the greater Boston area and beyond. The firm partners with organizations across various industries, supporting hiring needs from staff through C-level professionals. BSP offers competitive, tailored staffing solutions for permanent, contract, and temporary placements. Applicants can expect a collaborative, client-focused environment with exposure to leading companies in the financial services sector.

Role Description The Wealth Management Advisor will provide comprehensive financial guidance to clients, including investment, retirement, and wealth management strategies aligned with their goals and risk tolerance. Day-to-day responsibilities include conducting client consultations, analyzing financial situations, developing tailored financial plans, and monitoring portfolios for performance and suitability. The Advisor will prepare and present recommendations, maintain accurate client records, and stay current on market trends, regulatory changes, and financial products. This is a full-time role based in Boston, MA, with a hybrid work arrangement that combines on-site client and team meetings with some work-from-home flexibility. The position requires close collaboration with internal partners and consistent, high-quality client service.

Qualifications

• Strong Financial Planning and Retirement Planning skills, with the ability to design and implement holistic, long-term strategies.
• Solid understanding of Investments and Finance, including asset allocation, risk management, and portfolio construction.
• Experience delivering comprehensive Wealth Management Services, including estate, tax-aware, and liquidity planning.
• Excellent interpersonal and communication skills, with the ability to build trust, explain complex concepts clearly, and maintain long-term client relationships.
• Proven analytical and problem-solving abilities, with attention to detail and sound judgment in client recommendations.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications such as CFP®, CFA, or ChFC are strongly preferred.
• Familiarity with financial planning software, CRM systems, and standard productivity tools; ability to learn new platforms quickly.
• Demonstrated ethical conduct, adherence to regulatory requirements, and commitment to client-centric service.