Private Wealth Advisor

Company Description Boston Staffing Partners (BSP) is a boutique staffing firm specializing in permanent and temporary recruitment solutions, with offices located in Boston, MA. BSP focuses on Financial Services, Accounting & Finance, Human Resources, and Administrative Services for the greater Boston area and broader markets. The firm partners with organizations across various industries to provide tailored hiring strategies that meet evolving business needs. BSP recruits for roles ranging from staff to C-level professionals, offering permanent, contract, and temporary placement options. Candidates benefit from BSP’s deep market knowledge, personalized support, and strong relationships with leading employers.

Role Description The Private Wealth Advisor will provide comprehensive financial advice to individual clients, including developing and implementing personalized wealth management strategies. Day-to-day responsibilities include conducting client discovery meetings, assessing financial goals, preparing financial plans, and recommending investment and estate planning strategies aligned with client objectives and risk tolerance. The role involves ongoing portfolio review, monitoring market conditions, coordinating with tax and legal professionals, and maintaining strong, long-term client relationships through regular communication and review sessions. The advisor will also help identify new business opportunities, participate in networking activities, and stay current on industry regulations and best practices. This is a full-time, on-site role located in the Seaport in Boston, MA.

Qualifications

• Strong financial planning skills, including experience in developing, presenting, and managing comprehensive financial plans.
• Expertise in investments, with the ability to construct diversified portfolios and explain investment strategies clearly to clients.
• Knowledge of estate planning concepts, including wealth transfer, beneficiary designations, and coordination with legal professionals.
• Certified Financial Planner (CFP) designation or progress toward CFP certification is preferred.
• Demonstrated business relationship management skills, with a track record of building and sustaining trusted client relationships.
• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced credentials (e.g., CFA, MBA) are a plus.
• Excellent communication, presentation, and interpersonal skills, with the ability to explain complex topics in accessible language.
• Detail-oriented, ethical, and compliant with regulatory standards, with strong analytical and problem-solving abilities.
• Experience working with high-net-worth or mass-affluent clients in a wealth management, private banking, or financial advisory environment.