Boston Staffing Partners · 9 hours ago
Associate Wealth Advisor
Naples, FL
Full-time
Hybrid
New Grad, Entry LevelBoston Staffing Partners (BSP) is a boutique staffing firm headquartered in Boston, MA, specializing in permanent and temporary hiring solutions. The Associate Wealth Advisor will support clients in achieving their financial goals by offering guidance in financial planning, retirement planning, and wealth management services.
Staffing & Recruiting
Responsibilities
Developing personalized financial strategies
Monitoring investment portfolios
Conducting financial analyses
Collaborating with clients to ensure their financial objectives are met
Qualification
Required
Solid knowledge and experience in Financial Planning and Retirement Planning
Familiarity with Investments and Finance-related concepts
Proficiency in Wealth Management Services and creating tailored client strategies
Strong analytical and problem-solving skills
Exceptional communication and relationship management abilities
Bachelor's degree in Finance, Economics, or a related field
Ability to thrive in a hybrid work setting and manage client relationships effectively
Preferred
CFP (Certified Financial Planner) certification or CFA designation is a plus
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