Senior Tax-Savvy Wealth Advisor for HNW Clients

CMC Recruiting; Wellesley (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

CMC Recruiting client, a boutique wealth management firm in New England, seeks a Senior Wealth Advisor. The role centers on tax-aware planning, coordinating with CPAs, and serving high-net-worth clients with a planning-first approach.

Ideal candidates bring 5+ years in wealth management, CFP designation, and strong communication. Base salary ranges from $120,000 to $160,000+, with experience-based growth and compliance responsibilities.

Qualifications

• 5+ years of experience in wealth management or comprehensive financial planning.
• CFP designation or actively working toward completion.
• Strong understanding of tax-efficient financial planning strategies.
• Experience discussing tax implications related to retirement income, investments, charitable giving, concentrated stock positions, and estate planning.
• Comfortable collaborating with CPAs and other professional advisors.
• Experience working with high-net-worth individuals and families.
• Ability to obtain and maintain required industry registrations and licenses.
• Strong communication skills and high emotional intelligence.

Responsibilities

• Serve as a trusted advisor to an established group of wealth management clients.
• Lead comprehensive planning conversations with a focus on tax-efficient wealth strategies.
• Collaborate on retirement, estate, investment, and legacy planning.
• Identify opportunities to improve clients' overall financial picture through proactive tax-aware planning.
• Partner with internal and external professionals to coordinate advice and implementation.
• Build deep client relationships that create long-term loyalty and organic referrals.
• Help clients navigate major life events and complex financial decisions.
• Contribute to a collaborative team culture focused on delivering an exceptional client experience.

Skills

Wealth management

Tax planning

Client advisory

Communication

Team collaboration

Education

CFP designation

Active CFP candidate

Job description

CMC Recruiting client, a boutique wealth management firm in New England, seeks a Senior Wealth Advisor. The role centers on tax-aware planning, coordinating with CPAs, and serving high-net-worth clients with a planning-first approach.

Ideal candidates bring 5+ years in wealth management, CFP designation, and strong communication. Base salary ranges from $120,000 to $160,000+, with experience-based growth and compliance responsibilities.