Senior Wealth Advisor: Private-Client Focus & Planning

CMC Recruiting; Wellesley (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

CMC Recruiting's client, a boutique wealth management firm in the Boston area, seeks a Senior Wealth Advisor to manage an existing client base of high-net-worth individuals and families. You will serve as a trusted advisor across investments, retirement, estate planning, tax strategy and financial life decisions.

This role emphasizes relationship management over new business development. You will lead client meetings, deliver comprehensive planning, collaborate with CPAs and internal

Qualifications

• 5+ years of experience in wealth management 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.
• Experience collaborating with CPAs and other professional advisors.
• Excellent communication and trust-building skills.

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.
• 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 and other professionals.
• Partner with internal planning, investment, tax, and operations teams to provide a seamless client experience.
• Help clients implement their financial plans and stay accountable to their goals.
• Strengthen existing relationships and generate organic referrals through exceptional service.
• Contribute ideas and expertise to a collaborative wealth management team.

Skills

Relationship management

Financial planning

Tax planning

Client communication

Professional collaboration

Education

CFP designation (preferred)

Series 7 & 63 (or willingness)

Job description

CMC Recruiting's client, a boutique wealth management firm in the Boston area, seeks a Senior Wealth Advisor to manage an existing client base of high-net-worth individuals and families. You will serve as a trusted advisor across investments, retirement, estate planning, tax strategy and financial life decisions.

This role emphasizes relationship management over new business development. You will lead client meetings, deliver comprehensive planning, collaborate with CPAs and internal