Wealth Advisor

CyberCoders; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

CyberCoders is seeking a client-focused Wealth Advisor in Boston to build long-term relationships with high-net-worth individuals and families. You will develop personalized financial plans, coordinate investment, tax, retirement, and estate strategies, and maintain fiduciary standards while delivering clear, client-ready reports.

The role emphasizes regulatory compliance, ongoing professional development, and a proactive, results-driven approach to wealth management.

Qualifications

• 3+ years of wealth management experience with high-net-worth clients
• CFP designation strongly preferred
• FINRA registrations or state investment advisor licenses preferred
• Proven knowledge of investment products, portfolio construction, asset allocation, and risk management
• Excellent interpersonal and communication skills with client-centric approach

Responsibilities

• Build and manage a portfolio of high-net-worth clients with proactive relationship management
• Develop customized financial plans addressing investments, retirement, tax, estate, and risk
• Design and implement investment strategies aligned with client objectives and risk tolerance
• Monitor portfolio performance, rebalance, and adjust plans based on markets and life events
• Coordinate with tax, estate, and insurance specialists to deliver integrated solutions
• Prospect and cultivate new client relationships through referrals and networking
• Prepare clear reports and presentations explaining strategy and results
• Maintain fiduciary standards and regulatory compliance; keep accurate client records
• Stay current on market trends and maintain required licenses

Skills

Interpersonal skills

Communication

Relationship management

Client acquisition

Education

Bachelor's degree in Finance/Economics/Business

CFP designation preferred

Tools

Financial planning software

Portfolio management tools

CRM systems

Job description

Wealth Advisor

Position Overview

We are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment strategies for high-net-worth individuals and families. The Wealth Advisor will build long-term relationships, deliver personalized financial planning, and coordinate investment, tax, retirement, and estate solutions to help clients achieve their financial goals while maintaining fiduciary standards.

Key Responsibilities

• Build and manage a portfolio of high-net-worth clients through proactive relationship management and regular review meetings.
• Develop customized financial plans that address investments, retirement, tax considerations, estate planning, and risk management.
• Design and implement investment strategies and asset allocation plans aligned with client objectives, risk tolerance, and time horizon.
• Monitor portfolio performance, rebalance investments, and recommend adjustments based on market conditions and life events.
• Coordinate with internal specialists (tax, estate, insurance) and external professionals to deliver integrated wealth solutions.
• Prospect, cultivate, and convert new client relationships through referrals, networking, and targeted business development activities.
• Prepare clear, client-ready reports and presentations that explain strategy, performance, and planning recommendations.
• Ensure compliance with regulatory and firm policies, maintain accurate client records, and adhere to fiduciary responsibilities.
• Stay current on market trends, investment products, and regulatory changes; pursue professional development and maintain required licenses and certifications.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field; advanced degree a plus.
• Certified Financial Planner (CFP) designation strongly preferred.
• 3+ years of experience in wealth management, private client advisory, or investment advisory roles working with high-net-worth clients.
• Proven knowledge of investment products, portfolio construction, asset allocation, and risk management.
• FINRA registrations or state investment advisor licenses preferred (e.g., Series 7/66 or Series 65).
• Demonstrated track record of client acquisition, relationship management, and retention.
• Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly.
• High integrity, client-first mindset, and commitment to a fiduciary standard.
• Proficiency with financial planning software, portfolio management tools, and CRM systems.