Senior Wealth Advisor: Planning-First Client Partner

Claire Myers Consulting

Wellesley (MA)

Hybride

USD 110 000 - 150 000

Plein temps

Il y a 3 jours

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Résumé du poste

Claire Myers Consulting in Wellesley, MA is seeking an experienced Senior Wealth Advisor to manage an established group of high-net-worth clients in a hybrid role. The position focuses on thoughtful financial planning across investments, retirement, tax strategy, and estate considerations, with no cold prospecting required.

You will lead client meetings, build long-term relationships, and collaborate with internal planners and CPAs to provide holistic advice.

Qualifications

At least 5 years in wealth management or advisory roles.
Experience serving high-net-worth individuals or families.
Ability to lead client relationships and complex planning conversations.
Strong understanding of comprehensive financial planning and tax considerations.
CFP designation preferred; actively pursuing it will be considered.

Responsabilités

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 professional advisors for integrated planning.