Elite Wealth Advisor for High-Net-Worth Clients

CyberCoders; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

CyberCoders is seeking a client-focused Wealth Advisor in Boston to build long-term relationships with high-net-worth individuals and families. You will develop personalized financial plans, coordinate investment, tax, retirement, and estate strategies, and maintain fiduciary standards while delivering clear, client-ready reports.

The role emphasizes regulatory compliance, ongoing professional development, and a proactive, results-driven approach to wealth management.

Qualifications

• 3+ years of wealth management experience with high-net-worth clients
• CFP designation strongly preferred
• FINRA registrations or state investment advisor licenses preferred
• Proven knowledge of investment products, portfolio construction, asset allocation, and risk management
• Excellent interpersonal and communication skills with client-centric approach

Responsibilities

• Build and manage a portfolio of high-net-worth clients with proactive relationship management
• Develop customized financial plans addressing investments, retirement, tax, estate, and risk
• Design and implement investment strategies aligned with client objectives and risk tolerance
• Monitor portfolio performance, rebalance, and adjust plans based on markets and life events
• Coordinate with tax, estate, and insurance specialists to deliver integrated solutions
• Prospect and cultivate new client relationships through referrals and networking
• Prepare clear reports and presentations explaining strategy and results
• Maintain fiduciary standards and regulatory compliance; keep accurate client records
• Stay current on market trends and maintain required licenses

Skills

Interpersonal skills

Communication

Relationship management

Client acquisition

Education

Bachelor's degree in Finance/Economics/Business

CFP designation preferred

Tools

Financial planning software

Portfolio management tools

CRM systems

Job description

CyberCoders is seeking a client-focused Wealth Advisor in Boston to build long-term relationships with high-net-worth individuals and families. You will develop personalized financial plans, coordinate investment, tax, retirement, and estate strategies, and maintain fiduciary standards while delivering clear, client-ready reports.

The role emphasizes regulatory compliance, ongoing professional development, and a proactive, results-driven approach to wealth management.