Senior Wealth Advisor - Tax & Financial Planning

Compensation $120,000 - $160,000+ base, depending on experience Target Start Date August 2026 About the Opportunity Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England. Their philosophy is simple: the best financial advice doesn't happen in a vacuum. Investments, taxes, retirement, estate planning, and family dynamics all work together. They are seeking a Senior Wealth Advisor who enjoys helping clients navigate complex financial decisions through a planning-first approach. The ideal candidate understands that thoughtful tax planning can create meaningful long-term value for clients and wants to integrate that knowledge into comprehensive wealth management. This is not a cold business development role. The focus is on serving existing client relationships, delivering sophisticated planning, and building trust that naturally leads to referrals. What You'll Do Serve as a trusted advisor to an established group of wealth management clients Lead comprehensive planning conversations with a focus on tax-efficient wealth strategies Collaborate on retirement, estate, investment, and legacy planning Identify opportunities to improve clients' overall financial picture through proactive tax-aware planning Partner with internal and external professionals to coordinate advice and implementation Build deep client relationships that create long-term loyalty and organic referrals Help clients navigate major life events and complex financial decisions Contribute to a collaborative team culture focused on delivering an exceptional client experience Who We're Looking For The ideal candidate is an experienced advisor who enjoys both the technical and personal sides of wealth management. Qualifications 7-10+ years of experience in wealth management or comprehensive financial planning CFP® designation or actively working toward completion Strong understanding of tax-efficient financial planning strategies Experience discussing tax implications related to retirement income, investments, charitable giving, concentrated stock positions, and estate planning Comfortable collaborating with CPAs and other professional advisors Experience working with high-net-worth individuals and families Ability to obtain and maintain required industry registrations and licenses Strong communication skills and high emotional intelligence #J-18808-Ljbffr CMC Recruiting