Careers

We are currently looking to add top talent to a truly great team of professionals. If you are passionate about client service and like working in a collaborative team environment, check out our current openings below.

Boston Financial Management is an independent wealth management firm that provides wealth management, investment management, estate and financial planning, and fiduciary services to individuals, families, foundations and endowments.

Position: Portfolio Analyst

 The Portfolio Analyst (PA) plays a critical role in the delivery of investment and wealth management services to our clients. This position involves multiple responsibilities and opportunities for further growth. The PA directly supports a Wealth Manager on the day-to-day requirements of managing client investment portfolios, including portfolio analysis, cash management, portfolio construction, trading, and tax-loss harvesting.

Position: Client Service Associate

The Client Service Associate (“CSA”) provides direct support to the Wealth Managers and Associate Wealth Managers in all aspects of services the team delivers to its clients. The Client Service Associate will assist with cash and securities processing, client reporting, client meeting preparation, custodian paperwork and communication, quality control, maintenance of the firm’s CRM system and will be expected to have direct communication with clients.