What are the responsibilities and job description for the Financial Planner position at Boston Staffing Partners?
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 Financial Services, Accounting & Finance, Human Resources, and Administrative Services, serving the greater Boston area and beyond. The firm supports hiring needs from staff-level to C-level professionals, offering tailored solutions across multiple industries. BSP partners closely with employers and talent to create long-term, mutually beneficial career placements.
Role Description This is a full-time, on-site Financial Planner role based in Boston, MA. The Financial Planner will meet with clients to assess their current financial situation, identify goals, and build comprehensive financial plans covering investments, retirement, tax, and cash flow needs. Day-to-day responsibilities include analyzing financial data, preparing and presenting customized planning recommendations, and updating plans as client circumstances or market conditions change. The individual will collaborate with internal teams and external partners to implement strategies, monitor performance, and ensure compliance with regulatory requirements. The role also involves maintaining accurate client records, providing ongoing education, and proactively identifying opportunities to improve clients’ financial well-being.
Qualifications
- Strong financial planning skills, including Financial Planning and Personal Financial Planning, with the ability to develop comprehensive strategies for diverse client profiles.
- Relevant finance expertise, such as Finance and Retirement Planning, with experience analyzing investments, cash flow, and long-term wealth-building strategies.
- Professional credentials such as Certified Financial Planner (CFP) or progress toward CFP certification are highly preferred.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent practical experience.
- Excellent analytical, quantitative, and problem-solving abilities, with strong attention to detail and accuracy.
- Clear and empathetic communication skills, with the ability to explain complex financial concepts in accessible language.
- Demonstrated integrity, client-service orientation, and adherence to ethical and regulatory standards.
- Proficiency with financial planning software, CRM tools, and standard office applications.