Senior Financial Planner/Relationship Manager

CMC Recruiting; Wellesley (MA); On-site; USD 110,000 - 150,000; Full time

Job summary

CMC Recruiting is assisting a boutique wealth management firm in Massachusetts seeking an experienced wealth manager to serve as the primary relationship manager for an established client base. You will lead client meetings, deliver long-term financial planning, and collaborate with tax, investment, and operations teams to provide a seamless experience.

The role emphasizes deep client relationships, referrals, and thoughtful guidance on retirement, estate, investment, and tax-aware planning.

Qualifications

• 7-10+ years in wealth management or comprehensive financial planning.
• CFP designation or actively pursuing completion.
• Ability to obtain/maintain required registrations and licenses.
• Strong grasp of financial planning concepts and wealth management strategies.
• Tax-aware planning experience desired.
• Comfortable working with high-net-worth clients.
• Excellent communication and high emotional intelligence.
• Ability to cultivate referrals through trusted client relationships, without cold prospecting.
• Flexible, entrepreneurial, and team-oriented.

Responsibilities

• Serve as the primary relationship manager for an established group of wealth management clients.
• Lead and participate in client meetings to guide individuals and families through complex financial decisions.
• Deliver comprehensive financial planning focused on long-term outcomes.
• Collaborate with planning, investment, tax, and operations teams to ensure a seamless client experience.
• Help clients implement and stay accountable to their financial plans.
• Identify opportunities to strengthen client relationships and generate organic referrals.
• Provide guidance on retirement, estate, investment, and tax-aware planning strategies.
• Adapt to evolving systems while maintaining a high-touch, personalized approach.
• Contribute to a collaborative culture that values technical excellence and human connection.

Skills

Strong communication

Emotional intelligence

Team-oriented

Client-focused

Entrepreneurial mindset

Relationship building

Referrals cultivation

Education

CFP designation in progress

Job description

Compensation

$110,000 - $150,000 base salary, depending on experience

Target Start Date

August 2026

About the Opportunity

Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England. The team believes that great financial planning is about much more than investments and numbers. It is about helping people make thoughtful decisions during life's biggest moments.

The firm often describes its planners as part financial planner and part financial therapist. They are looking for someone who enjoys building lasting relationships, asking meaningful questions, and becoming a trusted advisor to clients over many years.

This is not a cold business development role. The primary focus is serving an existing client base, deepening relationships, and creating opportunities for organic referrals through exceptional client service.

For the right person, this role offers significant long-term growth and the opportunity to become an important part of the firm's future.

What You'll Do

• Serve as the primary relationship manager for an established group of wealth management clients
• Lead and participate in client meetings, helping individuals and families navigate complex financial decisions
• Deliver comprehensive financial planning with a focus on long-term outcomes
• Collaborate with internal planning, investment, tax, and operations professionals to provide a seamless client experience
• Help clients implement and stay accountable to their financial plans
• Identify opportunities to strengthen client relationships and generate organic referrals
• Provide thoughtful guidance around retirement, estate, investment, and tax-aware planning strategies
• Adapt to evolving systems and processes while maintaining a high-touch, personalized approach
• Contribute to a collaborative culture that values both technical excellence and human connection

Who We're Looking For

The ideal candidate is an experienced wealth management professional who is energized by client relationships and takes pride in helping people make better financial decisions.

Qualifications

• 7-10+ years of experience in wealth management or comprehensive financial planning
• CFP designation or actively working toward completion
• Ability to obtain and maintain required industry registrations and licenses
• Strong understanding of financial planning concepts and wealth management strategies
• Experience with tax-aware planning is highly desirable
• Comfortable working with high-net-worth individuals and families
• Strong communication skills and high emotional intelligence
• Ability to ask for and cultivate referrals through trusted client relationships without relying on cold prospecting
• Flexible and adaptable with an entrepreneurial mindset
• Team-oriented and client-focused, with the ability to partner effectively across functions