Senior Wealth Advisor: Relationship-Driven Planning

CMC Recruiting; Wellesley (MA); On-site; USD 150,000 - 230,000; Full time

Job summary

Our client is a boutique wealth management firm in the Boston area serving high-net-worth individuals and families throughout New England. They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.

This is not a traditional business development role. You will focus on serving existing clients, delivering thoughtful financial planning, and building relationships that

Qualifications

• 5+ years of wealth management or similar advisory experience.
• Experience serving high-net-worth individuals and families.
• Ability to lead client relationships and complex planning conversations.
• Solid understanding of comprehensive financial planning and wealth management.
• Comfort with soliciting referrals as a natural extension of client service.

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.
• Help clients navigate major life events and complex financial decisions.
• Identify tax-aware planning opportunities and collaborate with CPAs and other advisors.
• Partner with internal planning, investment, tax, and operations professionals for a seamless experience.
• Help clients implement their financial plans and stay accountable to long-term goals.
• Strengthen relationships and generate organic referrals through exceptional client service.
• Contribute ideas to a collaborative, growing wealth management team.

Skills

Wealth management experience

Financial planning

Client relationship leadership

Strong communication

Referral generation mindset

Job description

Our client is a boutique wealth management firm in the Boston area serving high-net-worth individuals and families throughout New England. They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.

This is not a traditional business development role. You will focus on serving existing clients, delivering thoughtful financial planning, and building relationships that