Associate Wealth Advisor

Company Description

Boston Staffing Partners (BSP) is a boutique staffing firm specializing in permanent and temporary recruitment solutions, with offices in Boston, MA. BSP focuses on connecting talented professionals with opportunities in Financial Services, Accounting & Finance, Human Resources, and Administrative Services. The firm serves clients across the greater Boston area and beyond, offering expertise in staffing solutions that range from entry-level to C-suite professionals. Known for its personalized approach, BSP supports businesses across various industries with permanent, contract, and temporary hiring needs.

Role Description

The Associate Wealth Advisor is a full-time role based in Naples, FL, with a hybrid work arrangement that allows for some work-from-home flexibility. The responsibilities include assisting in financial planning, retirement planning, and wealth management services for clients. The Associate Wealth Advisor will conduct client consultations, analyze financial situations, create customized wealth strategies, and provide insights into investments and financial solutions. The role also involves building lasting relationships by offering world-class service and financial expertise.

Qualifications

• Proficiency in Financial Planning and Retirement Planning to create tailored client solutions.
• Strong understanding of Investments and Wealth Management Services to guide clients toward achieving their financial goals.
• Experience or knowledge in Finance, with an ability to analyze market trends and financial data effectively.
• Strong interpersonal and communication skills to build and maintain client relationships.
• Bachelor’s degree in Finance, Business, or a related field, with CFP certification preferred or willingness to obtain certification.
• Familiarity with financial software and tools is a plus.
• Commitment to maintaining professional and ethical standards in client interactions.