Lead Wealth Advisor - Path to Equity & Growth

Next Level Recruiting, LLC; Boston (MA); Hybrid; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

401(k) match

Insurance

CE support

Job summary

Next Level Recruiting, LLC is assisting a nationally recognized independent RIA in Boston with recruiting a Senior Wealth Advisor to lead relationships with high-net-worth families and deliver holistic planning. You will work with in-house specialists to provide retirement, tax, estate, and investment planning, while leveraging the firm’s marketing and referral channels to grow your book.

The role requires 8–10+ years of experience, CFP or equivalent licenses, and a leadership mindset.

Qualifications

• High-net-worth client relationship management and comprehensive financial planning.
• Experience in RIA, private bank, or wirehouse environments.
• Leadership and team-building capabilities for a client service team.

Responsibilities

• Serve as lead advisor for high-net-worth clients and families.
• Deliver retirement, tax, estate, investments planning and more.
• Collaborate with in-house planning, investments, tax, and client service teams.
• Leverage marketing, M&A, and referral networks to grow the book of business.
• Lead client service team and mentor junior staff.
• Contribute to internal initiatives and influence firm direction.
• Hybrid work schedule with flexibility to work remotely and from a local office.

Skills

Relationship management

Planning expertise

Leadership

Growth mindset

Team collaboration

Education

CFP or equivalent licenses

CPA

CFA

Job description

Next Level Recruiting, LLC is assisting a nationally recognized independent RIA in Boston with recruiting a Senior Wealth Advisor to lead relationships with high-net-worth families and deliver holistic planning. You will work with in-house specialists to provide retirement, tax, estate, and investment planning, while leveraging the firm’s marketing and referral channels to grow your book.

The role requires 8–10+ years of experience, CFP or equivalent licenses, and a leadership mindset.