Senior Wealth Advisor - Tax & Financial Planning

CMC Recruiting; Wellesley (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

CMC Recruiting's client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England. Their philosophy emphasizes planning-first strategies that integrate investments, taxes, retirement, and estate considerations.

The Senior Wealth Advisor will focus on serving existing client relationships, delivering sophisticated planning, and building trust that drives referrals. A CFP designation and 5+ years in wealth management are preferred.

Qualifications

• 5+ years of experience in wealth management or comprehensive financial planning.
• CFP designation or actively working toward completion.
• Strong understanding of tax-efficient financial planning strategies.
• Experience discussing tax implications related to retirement income, investments, charitable giving, concentrated stock positions, and estate planning.
• Comfortable collaborating with CPAs and other professional advisors.
• Experience working with high-net-worth individuals and families.
• Ability to obtain and maintain required industry registrations and licenses.
• Strong communication skills and high emotional intelligence.

Responsibilities

• Serve as a trusted advisor to an established group of wealth management clients.
• Lead comprehensive planning conversations with a focus on tax-efficient wealth strategies.
• Collaborate on retirement, estate, investment, and legacy planning.
• Identify opportunities to improve clients' overall financial picture through proactive tax-aware planning.
• Partner with internal and external professionals to coordinate advice and implementation.
• Build deep client relationships that create long-term loyalty and organic referrals.
• Help clients navigate major life events and complex financial decisions.
• Contribute to a collaborative team culture focused on delivering an exceptional client experience.

Skills

Wealth management

Tax planning

Client advisory

Communication

Education

CFP designation

Job description

Compensation: $120,000 - $160,000+ base, depending on experience

About the Opportunity:

Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England. Their philosophy is simple: the best financial advice doesn't happen in a vacuum. Investments, taxes, retirement, estate planning, and family dynamics all work together.

They are seeking a Senior Wealth Advisor who enjoys helping clients navigate complex financial decisions through a planning-first approach. The ideal candidate understands that thoughtful tax planning can create meaningful long-term value for clients and wants to integrate that knowledge into comprehensive wealth management.

This is not a cold business development role. The focus is on serving existing client relationships, delivering sophisticated planning, and building trust that naturally leads to referrals.

What You'll Do:

• Serve as a trusted advisor to an established group of wealth management clients
• Lead comprehensive planning conversations with a focus on tax-efficient wealth strategies
• Collaborate on retirement, estate, investment, and legacy planning
• Identify opportunities to improve clients' overall financial picture through proactive tax-aware planning
• Partner with internal and external professionals to coordinate advice and implementation
• Build deep client relationships that create long-term loyalty and organic referrals
• Help clients navigate major life events and complex financial decisions
• Contribute to a collaborative team culture focused on delivering an exceptional client experience

Who We're Looking For:

The ideal candidate is an experienced advisor who enjoys both the technical and personal sides of wealth management.

Qualifications:

• 5+ years of experience in wealth management or comprehensive financial planning
• CFP® designation or actively working toward completion
• Strong understanding of tax-efficient financial planning strategies
• Experience discussing tax implications related to retirement income, investments, charitable giving, concentrated stock positions, and estate planning
• Comfortable collaborating with CPAs and other professional advisors
• Experience working with high-net-worth individuals and families
• Ability to obtain and maintain required industry registrations and licenses
• Strong communication skills and high emotional intelligence