Senior Wealth Management Advisor

Company Description

Boston Staffing Partners (BSP) is a boutique staffing firm based in Boston, MA, specializing in permanent and temporary recruitment solutions. BSP provides recruitment expertise in Financial Services, Accounting & Finance, Human Resources, and Administrative Services for the greater Boston area and beyond. We offer competitive hiring solutions for various industries, from staff through C‑level professionals, in permanent, contract, and temporary services.

This is a full‑time hybrid role for a Senior Wealth Management Advisor, located in Livonia, MI, with the option for some remote work. The Senior Wealth Management Advisor will be responsible for providing comprehensive wealth management services to clients, including financial planning, retirement planning, and investment management. The advisor will develop strategies to help clients achieve their financial goals, conduct regular reviews of client portfolios, and provide ongoing support and advice.

Additionally, the advisor will stay updated on market trends and adjust strategies as needed to maximize client satisfaction and success.

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Wealth Management Services expertise
• Excellent interpersonal and communication skills
• Proven ability to build and maintain client relationships
• Relevant certifications such as CFP or CFA
• Bachelor’s degree in Finance, Business, or related field
• Strong analytical and problem‑solving skills