Senior Wealth Advisor

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

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.