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.

Confidential search. Qualified wealth management professionals with a track record of advising affluent clients, growing relationships, and delivering comprehensive wealth management solutions are encouraged to apply.