Senior Wealth Advisor: Tax-Smart Planning & Legacy

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

Job summary

CMC Recruiting seeks a Senior Wealth Advisor for a boutique tax-focused wealth management firm serving high-net-worth individuals in New England. This role emphasizes planning-first guidance, integrating tax considerations into comprehensive wealth management, and serving existing client relationships rather than business development.

You will lead tax-efficient planning conversations and collaborate with CPAs and other advisors to optimize retirement, estate, and legacy planning for

Qualifications

• 5+ years of experience in wealth management or comprehensive financial planning.
• 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.

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

Relationship management

Tax-aware planning

Communication skills

Emotional intelligence

Team collaboration

Education

CFP designation

Job description

CMC Recruiting seeks a Senior Wealth Advisor for a boutique tax-focused wealth management firm serving high-net-worth individuals in New England. This role emphasizes planning-first guidance, integrating tax considerations into comprehensive wealth management, and serving existing client relationships rather than business development.

You will lead tax-efficient planning conversations and collaborate with CPAs and other advisors to optimize retirement, estate, and legacy planning for