Senior Wealth Advisor - High Net Worth Clients

Unique and Exciting Opportunity for a Seasoned Wealth Advisor

New England Private Wealth Advisors, LLC (NEPWA) is a rapidly growing, well-established registered investment advisor with over $5 billion in assets under management as of December 31, 2025. We are seeking an experienced Wealth Advisor to join our team and play a key role in delivering exceptional service to high and ultra-high-net-worth clients. This is an opportunity to advance your career within a collaborative, planning-focused firm that prioritizes deep client relationships and long-term outcomes.

Flexible, open architecture investment solutions including alternatives and strategies for tax optimization.

We provide a full suite of investment, administrative, compliance, and wealth planning resources—including tax, estate, and philanthropic strategies—empowering advisors to deliver exceptional service. Our investment approach is flexible and open architecture, including a wide range of traditional and alternative solutions as well as tax optimization strategies.

About Us

• Fee-based RIA serving clients with $2M+ in liquid, investable assets
• Clients located nationwide, with a strong presence in New England
• Emphasis on collaborative team culture, high-touch service, and fiduciary care
• Primary Custodians: Charles Schwab and Fidelity Investments

About You

We seek entrepreneurial, motivated wealth advisors who:

• Have an exemplary track record of client service and client retention
• Are committed to fiduciary excellence
• Are growth-oriented and results-oriented
• Desire an opportunity to work with a top-tier professional team

Key Responsibilities

• Serve as the primary relationship manager for high-net-worth clients, delivering comprehensive, goals-based financial planning and advice
• Lead the creation, implementation, and ongoing refinement of integrated wealth plans (investment, tax, estate, retirement, and risk management)
• Oversee portfolio strategy and asset allocation in alignment with client objectives, risk tolerance, and long-term plans
• Collaborate with internal specialists and external professionals (CPAs, estate attorneys, insurance advisors, etc. ) to deliver coordinated, holistic solutions
• Proactively identify planning opportunities and risks across all aspects of a client’s financial life
• Drive client engagement through regular reviews, performance reporting, and education on evolving strategies and market conditions
• Contribute to business development efforts through referrals, centers of influence, and supporting the firm’s organic marketing and sales strategy

Ideal Candidate Profile

Experience & Qualifications

• 10+ years of relevant wealth management experience
• Bachelor’s degree in Accounting, Finance, or related field
• CFP® designation required ; additional designations (e.g., CFA, CPA, CIMA) highly desirable

Skills & Traits

• Deep understanding of HNW client needs and complexities (e.g., trusts, philanthropy, restricted stock)
• Excellent communication and relationship-building skills
• Entrepreneurial mindset with the ability to be highly productive and autonomous
• Technologically proficient (especially with Microsoft Office; experience with Schwab/Fidelity platforms is a plus)
• High integrity, client-first mentality, and results-oriented approach

Compensation & Benefits

• Competitive base salary (W-2)
• Commission-based incentives tied to new asset growth and firm profitability
• Full benefits package, including:
• 401(k) with match
• Medical, dental, and vision insurance
• Flexible hybrid work schedule

  Why Join NEPWA?

• Access to top-tier investment and planning resources
• Flexible, entrepreneurial culture backed by experienced leadership
• Strong support infrastructure: marketing, client service, compliance, operations
• Collaborative team with a proven growth track record

TO APPLY:

•  Please submit your resume to View email address on click.appcast.io