Boston Staffing Partners · 1 week ago
Senior Wealth Management Advisor
Livonia, MI
Full-time
Hybrid
Senior LevelBoston Staffing Partners (BSP) is a boutique staffing firm based in Boston, MA, specializing in permanent and temporary recruitment solutions. They are seeking a Senior Wealth Management Advisor who will provide comprehensive wealth management services to clients, develop financial strategies, and conduct regular reviews of client portfolios.
Staffing & Recruiting
Responsibilities
Providing comprehensive wealth management services to clients, including financial planning, retirement planning, and investment management
Developing strategies to help clients achieve their financial goals
Conducting regular reviews of client portfolios and providing ongoing support and advice
Staying updated on market trends and adjusting strategies as needed to maximize client satisfaction and success
Qualification
Required
Financial Planning and Retirement Planning skills
Experience in Investments and Finance
Wealth Management Services expertise
Excellent interpersonal and communication skills
Proven ability to build and maintain client relationships
Relevant certifications such as CFP or CFA
Bachelor's degree in Finance, Business, or related field
Strong analytical and problem-solving skills
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