Wealth Strategist

Boston Standard Wealth Management; Winchester (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A boutique wealth management firm in Winchester, MA, is seeking a Wealth Strategist. This position offers CPAs a unique career path into wealth management, leveraging their tax expertise. The role involves client meetings, financial planning, and the opportunity to pursue CFP® designation with firm support. Ideal candidates will have a strong background in tax planning and 4+ years of related experience.

Benefits

Firm-supported CFP® pursuit

Boutique culture

Fiduciary independence

Qualifications

• Active CPA designation with strong tax planning experience.
• Familiarity with equity compensation planning is a plus.
• CFP® designation (or willingness to pursue with firm support).
• 4+ years in public accounting, tax advisory, or related financial services.

Responsibilities

• Participate in client meetings with the Wealth Manager.
• Support comprehensive financial planning, trading, and portfolio management.
• Prepare meeting materials and coordinate follow-up with clients.
• Apply CPA expertise to equity compensation and tax planning.
• Respond to day-to-day client needs and ensure timely execution.

Skills

Tax planning experience

Analytical skills

Communication skills

Detail-oriented

Growth-minded

Education

Active CPA designation

CFP® designation or willingness to pursue

4+ years in public accounting or tax advisory

Job description

Overview

Wealth Strategist

Boston Standard Wealth Management – Winchester, MA

Boston Standard is a boutique, fiduciary wealth management firm serving a select group of clients, many of whom work in industries where equity-based compensation is central to their financial lives. We help clients navigate the complexity of stock compensation and their tax implications, including AMT and multi-year planning.

We are seeking a CPA interested in transitioning into wealth management to join our team as a Wealth Strategist. In this role, you’ll work in a support capacity to the Wealth Manager, contributing tax-sensitive analysis, preparing planning materials, and participating in client meetings. Over time, you’ll have the opportunity to grow into a lead advisory role, supported by the pursuit of the CFP® designation (firm-sponsored if not already held).

What You’ll Do

• Participate in client meetings with the Wealth Manager.
• Support comprehensive financial planning, trading, and portfolio management.
• Prepare meeting materials and coordinate follow-up with clients, attorneys, accountants, and HR contacts.
• Apply CPA expertise to equity compensation and tax planning (ISOs, NSOs, RSUs, ESPPs, AMT).
• Respond to day-to-day client needs and ensure timely execution of planning items.

What We’re Looking For

• Active CPA designation with strong tax planning experience.
• Familiarity with equity compensation planning is a plus.
• CFP® designation (or willingness to pursue with firm support).
• 4+ years in public accounting, tax advisory, or related financial services.
• Strong analytical and communication skills; detail-oriented and growth-minded.

Why Join Us?

• Unique career path for CPAs: Transition into wealth management while leveraging your tax expertise.
• Firm-supported CFP® pursuit to complement your CPA credential.
• Boutique culture: Work closely with a limited number of sophisticated clients for meaningful impact.
• Fiduciary independence: A culture of intellectual honesty, transparency, and client-first thinking.