Senior Wealth Advisor: Planning‑First for HNW Clients

CMC Recruiting; Wellesley (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

Boutique wealth management firm in the Boston area is seeking a Senior Wealth Advisor to continue serving an established group of high-net-worth clients with thoughtful financial planning across investments, retirement, tax strategy, and estate planning.

Enjoy the relationship side of wealth management while staying involved in sophisticated planning and collaborating with CPAs and other experts. No cold prospecting required; focus on service and referrals.

Qualifications

• 5+ years of experience in wealth management or similar advisory role.
• Experience serving high-net-worth individuals and families.
• Comfort leading client relationships and complex planning conversations.

Responsibilities

• Serve as the primary advisor and relationship manager for an established group of high-net-worth clients.
• Lead client meetings and develop long-term relationships with individuals and families.
• Deliver comprehensive financial planning across retirement, investments, estate planning, tax strategy.
• Help clients navigate major life events and complex financial decisions.
• Identify tax-aware planning opportunities and collaborate with CPAs.
• Partner with planning, investment, tax, and operations professionals for a seamless client experience.
• Help clients implement their financial plans and stay accountable to goals.
• Strengthen existing relationships and generate referrals through exceptional service.
• Contribute ideas to a collaborative wealth management team.

Skills

Relationship management

Communication skills

Financial planning

Education

CFP designation

Series 7 & 63

Job description

Boutique wealth management firm in the Boston area is seeking a Senior Wealth Advisor to continue serving an established group of high-net-worth clients with thoughtful financial planning across investments, retirement, tax strategy, and estate planning.

Enjoy the relationship side of wealth management while staying involved in sophisticated planning and collaborating with CPAs and other experts. No cold prospecting required; focus on service and referrals.