Senior Wealth Advisor: Tax-Focused Planning & Growth

CMC Recruiting; Wellesley (MA); Vor Ort; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

CMC Recruiting seeks a Senior Wealth Advisor for a boutique, tax-focused wealth management firm serving high-net-worth clients across New England. This role emphasizes planning-first strategies, coordinating with CPAs, and delivering sophisticated guidance beyond product sales.

You will lead tax-efficient planning conversations, partner with internal and external professionals, and nurture long-term client relationships to drive referrals. A CFP designation and 5+ years’ experience are preferred.

Qualifikationen

• 5+ years in wealth management or comprehensive financial planning.
• CFP designation or actively pursuing completion.
• Strong tax-efficient financial planning knowledge.
• Experience discussing tax implications for retirement, investments, estate planning.
• Comfortable collaborating with CPAs and other advisors.
• Experience with high-net-worth individuals and families.
• Ability to obtain and maintain required industry registrations and licenses.
• Strong communication and high emotional intelligence.

Aufgaben

• Serve as a trusted advisor to an established group of wealth management clients.
• Lead planning conversations focused on tax-efficient wealth strategies.
• Collaborate on retirement, estate, investment, and legacy planning.
• Identify opportunities to improve clients' financial picture through 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.

Kenntnisse

Wealth management

Tax planning

Client relationships

CFP designation

Communication skills

Jobbeschreibung

CMC Recruiting seeks a Senior Wealth Advisor for a boutique, tax-focused wealth management firm serving high-net-worth clients across New England. This role emphasizes planning-first strategies, coordinating with CPAs, and delivering sophisticated guidance beyond product sales.

You will lead tax-efficient planning conversations, partner with internal and external professionals, and nurture long-term client relationships to drive referrals. A CFP designation and 5+ years’ experience are preferred.