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Senior Wealth Advisor: Holistic Planning
Job in
Newton, Middlesex County, Massachusetts, 02165, USA
Listed on 2026-02-16
Listing for:
RWA Wealth Partners
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A boutique wealth management firm in Newton is seeking an experienced Wealth Advisor to manage high-net-worth client relationships and provide holistic financial planning. The ideal candidate will have over 10 years of client-facing experience and a CFP credential or advanced degree in financial planning. This role focuses on delivering personalized investment strategies, tax and estate planning, and driving business growth through client referrals.
Competitive compensation ranges from $100,000 to $300,000 with additional benefits.
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Position Requirements
10+ Years
work experience
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