Senior Wealth Advisor

Next Level Recruiting, LLC; Boston (MA); Hybrid; USD 200,000 - 300,000; Full time

Benefits offered by this job

Equity potential

Hybrid schedule

Job summary

Next Level Recruiting, LLC represents a nationally recognized independent RIA supporting growth with a client-centric platform. They seek an experienced Senior Wealth Advisor to lead high-net-worth relationships and grow a private book with a full-service team.

This is a lead advisor role with a path to partnership and potential equity, backed by in-house specialists, a robust planning platform, and strong client acquisition channels.

Qualifications

• CFP or equivalent licenses required or ongoing.
• Experience with high-net-worth client planning and management.
• Background in RIA, private bank, or wirehouse environments.

Responsibilities

• Serve as lead advisor for high-net-worth clients and families.
• Deliver comprehensive planning including retirement, tax, estate and investments.
• Collaborate with planning, investments, tax, estate, and client service teams.
• Leverage marketing, M&A, and referral channels to grow the book.
• Lead client service team and mentor junior staff.
• Contribute to internal initiatives and firm direction.

Skills

Relationship management

Leadership

Financial planning

Business development

Team mentoring

Communication

Education

CFP or equivalent licenses

CPA/CFA a plus

Job description

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.

They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.