What are the responsibilities and job description for the Wealth Management Advisor position at Boston Staffing Partners?
Boston Staffing Partners is a boutique staffing firm based in Boston, MA that specializes in permanent and temporary recruitment solutions. We provide expertise in Financial Services, Accounting & Finance, Human Resources, and Administrative Services for the greater Boston area and beyond. Our firm offers competitive hiring solutions for staff through C-level professionals, available in permanent, contract, and temporary services across various industries.
This is a full-time hybrid role for a Wealth Management Advisor based in New York, NY. The Wealth Management Advisor will be responsible for providing comprehensive financial planning, retirement planning, and investments advisory services to clients. Day-to-day tasks include developing personalized wealth management strategies, analyzing client portfolios, and recommending investment options tailored to individual client needs. The role involves both in-office work and some work-from-home flexibility.
- Financial Planning and Retirement Planning skills
- Knowledge in Investments and Finance
- Experience in Wealth Management Services
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and collaboratively in a hybrid environment
- Bachelor's degree in Finance, Economics, or related field
- Relevant professional certifications (e.g., CFP, CFA) are a plus