Senior Wealth Advisor
Kennison & Associates
Are you an experienced Senior Wealth Advisor with an established book of business looking for a platform that will help you grow your practice while continuing to deliver exceptional service to your clients? Our client, a highly respected global wealth management firm , is seeking experienced Wealth Advisors to join its teams in Boston, MA or Portsmouth, NH . This is an exceptional opportunity for successful advisors who want the resources of a leading investment firm combined with a collaborative, advisor-focused culture that supports long‑term success. You will receive a competitive transition package including up front payments, higher payouts and back‑end bonuses based on AUM and T12 revenue. In this role, you'll continue managing and growing your existing client relationships while delivering sophisticated investment and wealth management strategies to high‑net‑worth individuals and families . You'll have access to institutional‑quality research, an open‑architecture investment platform, dedicated specialists, and comprehensive resources designed to help you expand your practice. Qualifications Established book of business FINRA Series 7 and Series 66 (or Series 63 & 65) licenses Proven success developing, managing, and retaining client relationships Entrepreneurial mindset with a commitment to delivering exceptional client service Why Consider This Opportunity? Open‑architecture investment platform with broad investment solutions Institutional‑quality research and dedicated specialist support Transition assistance and onboarding resources designed to support a successful move Competitive compensation and significant long‑term growth potential Compensation Expected total compensation $200,000 - $1 million+ , based upon the size and portability of your existing book of business, with additional transition and performance incentives. If you're considering a move and are looking for a firm that values advisor independence, client relationships, and long‑term growth, we'd welcome the opportunity to have a confidential conversation. Job Code: 18835 Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry‑specific experience, education level, etc. to be considered! #J-18808-Ljbffr
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Next Level Recruiting, LLC
Boston, MA2 days ago - ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
Beacon Pointe
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$110k - $150k
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Berkeley Research Group
Revere, MA1 day ago
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