Senior Wealth Planner & Trusted Advisor

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

Job summary

CMC Recruiting is assisting a boutique wealth management firm in Massachusetts seeking an experienced wealth manager to serve as the primary relationship manager for an established client base. You will lead client meetings, deliver long-term financial planning, and collaborate with tax, investment, and operations teams to provide a seamless experience.

The role emphasizes deep client relationships, referrals, and thoughtful guidance on retirement, estate, investment, and tax-aware planning.

Qualifications

• 7-10+ years in wealth management or comprehensive financial planning.
• CFP designation or actively pursuing completion.
• Ability to obtain/maintain required registrations and licenses.
• Strong grasp of financial planning concepts and wealth management strategies.
• Tax-aware planning experience desired.
• Comfortable working with high-net-worth clients.
• Excellent communication and high emotional intelligence.
• Ability to cultivate referrals through trusted client relationships, without cold prospecting.
• Flexible, entrepreneurial, and team-oriented.

Responsibilities

• Serve as the primary relationship manager for an established group of wealth management clients.
• Lead and participate in client meetings to guide individuals and families through complex financial decisions.
• Deliver comprehensive financial planning focused on long-term outcomes.
• Collaborate with planning, investment, tax, and operations teams to ensure 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 guidance on retirement, estate, investment, and tax-aware planning strategies.
• Adapt to evolving systems while maintaining a high-touch, personalized approach.
• Contribute to a collaborative culture that values technical excellence and human connection.

Skills

Strong communication

Emotional intelligence

Team-oriented

Client-focused

Entrepreneurial mindset

Relationship building

Referrals cultivation

Education

CFP designation in progress

Job description

CMC Recruiting is assisting a boutique wealth management firm in Massachusetts seeking an experienced wealth manager to serve as the primary relationship manager for an established client base. You will lead client meetings, deliver long-term financial planning, and collaborate with tax, investment, and operations teams to provide a seamless experience.

The role emphasizes deep client relationships, referrals, and thoughtful guidance on retirement, estate, investment, and tax-aware planning.