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.

Everyone at BFM loves this business, and thoroughly enjoys working together as a team to best serve our clients

Mike Brown

President & CEO

Position: Client Service Associate

The mission for the Client Service Associate is to work with their assigned Wealth Managers to provide the highest level of service to our clients. They will be expected to communicate directly with clients and resolve their issues or questions with the highest level of quality and courtesy possible. The Client Service Associate will be expected to work directly with our custodians to process all client requests timely and accurately.

Position: Document Management Administrator

The mission for the Document Management Administrator is to ensure all relevant paper documents are scanned and cataloged in Boston Financial Management’s document management system. This will be a part-time position with the Document Management Administrator working between 10 – 16 hours per week.

Position: Estate & Financial Planning Associate

BFM is looking to add a highly qualified and enthusiastic Estate & Financial Planning Associate to our growing team. This individual would work with the Director of Estate & Financial Planning and Director of Wealth Management to in overseeing the estate and financial planning needs of our clients. This team member would also work with the Director of Fiduciary Services.

Position: Research and Trading Assistant

Boston Financial Management, a Boston based investment advisor is seeking a Research and Trading Assistant to join our team. This is a great opportunity to join a growing firm with over $2B in AUM. This employee will support the research and trading team as well as the firm’s wealth managers to implement BFM’s investment strategies in client portfolios.

Position: Wealth Manager

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.

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