Senior Wealth Advisor - Client-Focused, Planning-First

CMC Recruiting; Wellesley (MA); On-site; USD 150,000 - 240,000; Full time

Job summary

Our client, a boutique wealth management firm serving high-net-worth individuals in the New England region, seeks a Senior Wealth Advisor to steward an established client group and act as a trusted financial partner across all facets of their clients’ lives. This is not a business development role.

You will focus on deepening relationships, delivering thoughtful financial planning, and coordinating with CPAs, attorneys, and internal specialists to implement comprehensive strategies in

Qualifications

• 5+ years of experience in wealth management or a similar advisory role.
• Experience serving high-net-worth individuals and families.
• Comfort leading client relationships and complex planning conversations.
• Strong understanding of comprehensive financial planning and wealth management strategies.
• Knowledge of how taxes impact investments, retirement, estate, and charitable giving.
• Collaborates effectively with CPAs, attorneys, and other advisors.
• Excellent communication skills and ability to build trust with clients.
• Prefer relationship management and planning over cold prospecting and traditional sales.
• Comfortable asking for referrals as a natural outcome of strong client relationships.

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.
• Identify tax-aware planning opportunities and collaborate with CPAs and other professionals when appropriate.
• Partner with internal planning, investment, tax, and operations professionals to provide a seamless client experience.
• Help clients implement their financial plans and stay accountable to long-term goals.
• Strengthen existing relationships and generate organic referrals through exceptional service.
• Contribute ideas and expertise to a collaborative, growing wealth management team.

Skills

Wealth management

Financial planning

Client relationships

Tax planning

Communication

Education

CFP designation (preferred)

Series 7 & 63

Job description

Our client, a boutique wealth management firm serving high-net-worth individuals in the New England region, seeks a Senior Wealth Advisor to steward an established client group and act as a trusted financial partner across all facets of their clients’ lives. This is not a business development role.

You will focus on deepening relationships, delivering thoughtful financial planning, and coordinating with CPAs, attorneys, and internal specialists to implement comprehensive strategies in