Senior Wealth Advisor - Relationship & Planning Lead

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

Job summary

CMC Recruiting is seeking a Senior Wealth Advisor for a boutique firm in the Boston area, serving high-net-worth individuals across New England. This is not a traditional BD role; focus on serving existing clients, thoughtful financial planning, and referrals through exceptional service.

You will be the primary advisor for an established group, lead meetings, deliver comprehensive planning across retirement, investments, tax, estate, and family considerations, and collaborate with CPAs and other

Qualifications

• 5+ years in wealth management or a similar advisory role.
• 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 strategies.
• Knowledge of tax impacts on investment, retirement, estate and giving.
• Enthusiasm for collaborating with CPAs and other advisors.
• Excellent communication and trust-building skills.
• Prefers relationship management and planning over cold prospecting.

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.
• 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 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 client service.
• Contribute ideas and expertise to a collaborative, growing wealth management team.

Skills

Wealth management

Client relationship mgmt

Financial planning

Tax planning

Cross-functional collaboration

Job description

CMC Recruiting is seeking a Senior Wealth Advisor for a boutique firm in the Boston area, serving high-net-worth individuals across New England. This is not a traditional BD role; focus on serving existing clients, thoughtful financial planning, and referrals through exceptional service.

You will be the primary advisor for an established group, lead meetings, deliver comprehensive planning across retirement, investments, tax, estate, and family considerations, and collaborate with CPAs and other