Boston Staffing Partners ยท 4 days ago
Senior Wealth Management Advisor
San Francisco, CA
Full-time
Hybrid
Senior LevelBoston Staffing Partners (BSP) is a boutique staffing firm specializing in permanent and temporary recruitment solutions. They are seeking a Senior Wealth Management Advisor to provide comprehensive financial and wealth management services to clients, focusing on financial planning, investment strategy, and retirement planning.
Staffing & Recruiting
Responsibilities
Provide comprehensive financial and wealth management services to clients
Developing and maintaining client relationships
Analyzing financial data
Creating personalized plans
Delivering expert advice to help clients achieve their financial goals
Collaboration with internal teams
Delivering top-tier client support
Qualification
Required
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
Proven track record of success in wealth management or a related role
Preferred
CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent certification
Company
Boston Staffing Partners
BSP is a boutique staffing firm that specializes in permanent & temporary recruitment solutions with offices located in Boston, MA BSP provides recruitment expertise in Financial Services, Accounting & Finance, Human Resources & Administrative Services for the greater Boston area and beyond.
Founded in 2025
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase