Senior Wealth Advisor: Tax-Smart Planning & Legacy

CMC Recruiting

CMC Recruiting is seeking an experienced wealth advisor for a boutique tax-focused wealth management firm serving high-net-worth individuals across New England. You will lead tax-efficient planning, coordinate retirement and estate strategies, and build deep client relationships to drive loyalty and referrals. As a trusted advisor, you will collaborate with CPAs and other professionals, navigate complex financial decisions, and deliver exceptional client service while helping clients optimize #J-18808-Ljbffr CMC Recruiting

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Vacancy posted 2 days ago

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