Lead Wealth Advisor & Growth Architect

Sentry Hill Financial Advisors, Northwestern Mutual; Boston (MA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision

Unlimited PTO

Group life and disability coverage

401(k) with employer match

License and designation bonuses

Job summary

Sentry Hill Financial Advisors in Boston is seeking an experienced Lead Advisor to build and manage relationships with high-net-worth clients, lead planning engagements, and actively grow the firm’s client base. You will partner with senior advisors and progressively take ownership of client relationships while expanding business development efforts.

The role emphasizes a balanced mix of advising, relationship-building, and new business activity, with a target of regular client meetings and

Qualifications

• 5-6 years in a client-facing financial advisory role.
• Proven ability to develop client relationships and grow new business.
• Experience serving affluent clients and integrating investments and insurance into planning.

Responsibilities

• Build and manage relationships with clients and prospects.
• Lead planning engagements for opportunities from $1M to $10M+, including larger estates.
• Develop new business through referrals, networking, events, and outreach.
• Prepare for client meetings and follow up promptly.
• Maintain accurate CRM records and client segmentation.
• Collaborate with the advisory team to deliver a consistent client experience.

Skills

Client relationships

Business development

Financial guidance

Communication

Education

Series 7 and 63 licenses

Massachusetts Life/Health licenses

CFP certification or plan to earn within 1 year

Job description

Sentry Hill Financial Advisors in Boston is seeking an experienced Lead Advisor to build and manage relationships with high-net-worth clients, lead planning engagements, and actively grow the firm’s client base. You will partner with senior advisors and progressively take ownership of client relationships while expanding business development efforts.

The role emphasizes a balanced mix of advising, relationship-building, and new business activity, with a target of regular client meetings and