Senior Wealth Advisor: Trusted, Tax-Savvy Planner

CMC Recruiting; Wellesley (MA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Job summary

CMC Recruiting is seeking an experienced wealth management professional to join a boutique firm serving high-net-worth individuals in New England. The role centers on serving an existing client base, deepening relationships, and acting as a trusted advisor beyond investments.

Ideal candidates bring CFP designation or progress toward it, strong communication and emotional intelligence, and an entrepreneurial, collaborative mindset to drive long-term growth and referrals through exceptional client

Qualifications

• 5+ years of experience in wealth management or comprehensive financial planning.
• CFP designation or actively working toward completion.
• Ability to obtain and maintain required industry registrations and licenses.
• Strong understanding of financial planning concepts and wealth management strategies.
• Experience with tax-aware planning is highly desirable.
• Comfortable working with high-net-worth individuals and families.
• Strong communication skills and high emotional intelligence.
• Ability to ask for and cultivate referrals through trusted client relationships without relying on cold prospecting.
• Flexible and adaptable with an entrepreneurial mindset.
• Team-oriented and client-focused, with the ability to partner effectively across functions.

Responsibilities

• Serve as the primary relationship manager for an established group of wealth management clients
• Lead and participate in client meetings, helping individuals and families navigate complex financial decisions
• Deliver comprehensive financial planning with a focus on long-term outcomes
• Collaborate with internal planning, investment, tax, and operations professionals to provide a seamless client experience
• Help clients implement and stay accountable to their financial plans
• Identify opportunities to strengthen client relationships and generate organic referrals
• Provide thoughtful guidance around retirement, estate, investment, and tax-aware planning strategies
• Adapt to evolving systems and processes while maintaining a high-touch, personalized approach
• Contribute to a collaborative culture that values both technical excellence and human connection

Skills

Client relationship management

Communication

Emotional intelligence

Entrepreneurial mindset

Team collaboration

Education

CFP designation

Job description

CMC Recruiting is seeking an experienced wealth management professional to join a boutique firm serving high-net-worth individuals in New England. The role centers on serving an existing client base, deepening relationships, and acting as a trusted advisor beyond investments.

Ideal candidates bring CFP designation or progress toward it, strong communication and emotional intelligence, and an entrepreneurial, collaborative mindset to drive long-term growth and referrals through exceptional client