Financial Advisor

A highly respected wealth management organization is seeking an experienced Wealth Management Advisor to join a growing advisory platform focused on serving high-net-worth and ultra-high-net-worth clients. This role is ideal for an established advisor with a strong client-first mentality, deep wealth management expertise, and a demonstrated history of building and managing long-term client relationships. The successful candidate will work alongside an experienced team while maintaining a significant degree of autonomy in managing client relationships, wealth planning strategies, and business development activities. Responsibilities Serve as a trusted advisor to affluent individuals, families, business owners, and institutional relationships. Develop customized wealth management strategies aligned with client objectives, risk tolerance, and long-term financial goals. Guide clients through portfolio oversight, retirement planning, estate planning considerations, risk management, and broader wealth preservation initiatives. Conduct regular client reviews and maintain ongoing relationship management activities. Collaborate with specialists across trust services, tax planning, lending, estate planning, and alternative solutions. Identify opportunities to deepen existing relationships and attract new client assets. Stay informed on market trends, economic developments, and wealth management best practices. Maintain the highest standards of fiduciary responsibility, compliance, and client service. Qualifications Significant experience advising high-net-worth and ultra-high-net-worth clients. Proven success managing complex client relationships and wealth management strategies. Strong understanding of financial planning, wealth preservation, retirement planning, and asset allocation principles. Demonstrated ability to develop business through referrals, networking, and relationship management. Experience working within a private wealth management, family office, brokerage, registered investment advisor, or institutional advisory environment. Excellent communication and presentation skills. Professional credentials such as CFP, CFA, CIMA, CPWA, or equivalent are highly valued. Preferred Background Existing book of business and/or demonstrated asset gathering experience. Experience supporting clients with sophisticated wealth planning needs, including trusts, estate strategies, tax-efficient planning, concentrated positions, and alternative assets. Strong network within the Greater Boston market. Ability to collaborate with planning, advisory, and client service teams while maintaining an entrepreneurial mindset. What Makes This Opportunity Different Access to extensive wealth planning resources and specialized support teams. Sophisticated platform designed to support complex client relationships. Strong brand recognition and long-term financial stability. Opportunity to work with an established team while continuing to grow and expand your practice. Competitive compensation structure with significant upside potential based on production and client asset growth. #J-18808-Ljbffr