Senior Wealth Advisor: Tax-Smart Planning & Legacy

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

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.