Senior Wealth Advisor – Client-Centric Planning

CMC Recruiting; Wellesley (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

CMC Recruiting is partnering with a boutique wealth management firm in the Boston area to identify a Senior Wealth Advisor. The role focuses on servicing an established client base rather than building a book from scratch, delivering thoughtful financial planning, and fostering referrals through exceptional service.

The ideal candidate will manage high-net-worth relationships, lead client meetings, and provide integrated planning across retirement, investments, tax, and estate considerations in

Qualifications

• 5+ years of experience in wealth management, financial planning, or advisory roles.
• Experience serving high-net-worth individuals and families.
• Ability to lead client relationships and complex planning conversations.
• Strong understanding of comprehensive financial planning and wealth management strategies.
• Knowledge of how taxes impact investment, retirement, charitable giving, estate planning.

Responsibilities

• Serve as the primary advisor and relationship manager for an established group of high-net-worth clients.
• Lead client meetings and develop deep, long-term relationships with individuals and families.
• Deliver comprehensive financial planning across retirement, investments, estate planning, tax strategy, and other areas of a client's financial life.
• Help clients navigate major life events and complex financial decisions.
• Collaborate with CPAs and other professionals to identify tax-aware planning opportunities.
• Partner with internal planning, investment, tax, and operations professionals to provide a seamless client experience.
• Assist clients in implementing their financial plans and staying aligned with long-term goals.
• Strengthen relationships and generate organic referrals through exceptional service.
• Contribute ideas to a collaborative, growing wealth management team.

Skills

Client relationship management

Financial planning

Communication skills

Team collaboration

Referral nurturing

Education

CFP designation

Series 7 & 63 licensing

Job description

CMC Recruiting is partnering with a boutique wealth management firm in the Boston area to identify a Senior Wealth Advisor. The role focuses on servicing an established client base rather than building a book from scratch, delivering thoughtful financial planning, and fostering referrals through exceptional service.

The ideal candidate will manage high-net-worth relationships, lead client meetings, and provide integrated planning across retirement, investments, tax, and estate considerations in